Following over eleven years working with leading names in the Financial Services sector – including Prudential and Barclays - Jonathan has combined his expertise with a professional and friendly ‘no nonsense’ approach to create yeendFT with wife and business partner, Janet Yeend.
A big believer in the importance of building relationships with clients, Jonathan is nurturing, training and building a small team of advisers at yeendFT.
However, so that the company's efficient working culture continues, the support team is also being developed and expanded as the client base continues to grow. This ensures that Jonathan and his advisers are able to focus purely on financial planning with no compromise on performance.
Jonathan says, " We think it is important that our clients enjoy the same high standards of integrity, professionalism and knowledge every time they come to us for advice, so their dedicated adviser becomes their single point of contact at all times".
As well as having a wealth of knowledge in all areas of financial planning, Jonathan is also a member of the Personal Finance Society, a professional body dedicated to setting standards to benefit and protect consumers.