Jonathan Gibbons
DipPFS
I have worked in the Financial Services Industry since 1996 helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised insurance companies, gaining numerous qualifications and have passed a number of exams to reach the CII Diploma.
In 2007, I saw that I could provide clients with a better service and the best possible advice by setting up my own practice, becoming a Senior Partner of St. James's Place as part of the process.
Now I promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of my working life, I spend my time with my wife of 31 years and my two children. I also enjoy travelling, music and walking in the New Forest.
Specialisms:
About
Jonathan Gibbons is a wealth management and financial planning specialist serving individuals, families and businesses.
My service is grounded in the highest professional standards. I recognise that each of my clients is unique and, as such, deserves a bespoke service, tailored to their own financial needs and future aspirations.
I work closely with all of my clients, building a relationship based on trust and an in-depth understanding of their personal finances. This helps me to provide the advice that is needed, when it's needed.
I believe in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such we regularly publish a range of newsletters exclusively for our clients, including a weekly communication covering key market, economic and personal finance news and quarterly magazine, The Investor.
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
