Jonathan James

Jonathan James

Independent Financial Adviser

About Jonathan

Jonathan has worked in financial services since 1989. He originally worked for a pension focused insurance company before becoming an IFA in 2000. His time working for this company gave him a great deal of knowledge on pensions which he is able to apply in his role today.

Jonathan joined Grosvenor in 2004 and has grown his client base through his specialist pension knowledge. He has also been instrumental in the development of the Swindon office of Grosvenor.

Jonathan holds the STEP Certificate for Financial Services, Trusts & Estate Planning which is a highly recognised qualification amongst the most respected solicitors and accountants working within the fields of trust, tax, probate and IHT planning  

Outside of work Jonathan is a keen golfer and plays off a handicap of 2. He has previously represented and captained Wiltshire in this sport.

Contact Jonathan

If you have a question or need some advice regarding your financial planning then
please call Jonathan on 01793 433965 or click the box below.

Contact Jonathan Today