Jonathan joined Brighter in May 2016. Jonathan is one of our Financial Advisers but carries out a specific function as Mortgages Technical Adviser.
As an IFA, Jonathan will not only be helping individuals with their financial planning needs but will also be supporting businesses with their specific issues such as Asset Management, Private Medical Insurance and Auto Enrollment Pension Schemes.
- CII Diploma in Regulated Financial Planning
- Institute of Financial Services (IFS)
- BA Hons Business Studies
- R01 - Financial services, regulations and ethics
- R02 - Investment principles and risk
- R03 - Personal taxation
- R04 - Pensions and retirement planning
- R05 - Financial Protection
- R06 - Financial Planning Practice
- Full Ce-MAP (Mortgage advice and Protection)