I help my clients to realise their financial goals by developing a tailored and holistic plan which builds and preserves their wealth. I believe in developing long term relationships with my clients based on integrity, trust, honesty and respect.
I came into a career as a Financial Adviser off the back of 19 years of working on trading software within some of the largest global investment banks including Morgan Stanley, JP Morgan, Deutsche Bank, Barclays Capital, RBC and HSBC. I saw the vast sums of money going through these trading systems on a daily basis and became despondent with the fact that I was helping wealthy global corporates become even wealthier. I decided that, instead, I wanted to help individuals and small companies to become more successful financially. This, combined with the fact that I wasn’t seeing enough of my wife and two daughters, whilst commuting to London, drove me to use my Investment Banking knowledge and retrain with the excellent St. James’s Place Academy. There, after rigorous training and many exams, I gained my Diploma in Financial Planning.
I continue to learn and develop so that I will always be able to present my clients with the best and most up to date advise possible. Nothing gives me more pleasure than knowing that I have helped to make families and small businesses more financially secure and able to face whatever uncertainty the future might bring.
I live in Bath with my wife and two young daughters. After a career in the Armed Forces participating in operations and training all over the world, I moved into the Financial services industry in 2008 looking for a quieter yet still professional career. I joined RBS the same week at what is now known as the start of the banking crisis, I saw at first hand the denial then panic as the share price fell away from £12 to 12p and it looked like the bank was going under. The rest is history but it starting my interest in company performance, shareholder value the knock on effect of people’s long-term wealth and the value of holistic financial planning.
Thankfully it transpired to be perfect timing as I was able to play my small part in one of the largest corporate turnaround stories in history. 10 years on, the core skills of developing long term relationships with integrity, straight forward communication and commitment to the task are fundamental to my approach.
I recently joined St. James’s Place as I wanted to offer a significantly broader depth of financial consulting alongside my passion for developing client relationships. I felt that their approach to investment management and advice guarantee were central to offering the kind of client experience that I look to achieve.
Jonathan grew up on the family farm in Bradford-on-Avon before spending a significant amount of time living and working abroad. On return to the UK he spent several years working within financial services in London, firstly as an Investment Analyst at Legal & General and lastly at MetLife as Investment Technical Manager before leaving London in 2008.
He then moved back to The West Country to work in his family business H.J.Knee Ltd which was founded by his great, great grandfather in 1879 in Trowbridge, Wiltshire.
He has several years Board level experience across multiple business sectors, in both executive and non-executive roles. Jonathan enjoys his work within the community, being a school governor at St. Augustine's Catholic College and a Business Mentor at SETsquared in Bath, a highly successful business innovation centre and part of Bath University.
Jonathan lives in Bath with his wife and their son. He remains a keen swimmer and enjoys social and sports events
With over a decade of working within wealth management, I have the knowledge and experience that you need to be confident that your business is in safe hands.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I’m a financial planning professional providing bespoke advice to both individuals and businesses. I help my clients put in place a strategy to manage their wealth which aims to protect themselves, their families and their businesses against risk giving them financial security and peace of mind.
Before moving into Financial Services I worked in the wine industry getting to know my clients tastes and helping them choose the perfect bottle. What I loved about this career was really getting a true understanding of what my clients wanted and the satisfaction in seeing them get pleasure from my advice. I felt I could do something more meaningful whilst still enjoying similar aspects of my old job. After having seen first-hand how detrimental it can be to not have sufficient financial planning in place, coupled with my own interest in this sector it was an easy decision for me to change career and retrain. I transitioned from the wine trade into my current role through the St. James’s Place Academy where I received industry leading training and achieved my Diploma in Financial Planning.
I have recently moved to Bath from the Cotswolds and joined McKenzie & Co. and am really enjoying getting to know such a great city. I’m an avid Rugby fan and get down to The Rec and Twickenham as often as I can. I play a lot of Squash in my spare time and given my previous career I’m still a big wine enthusiast.
Would you like to engage with your finances with confidence? Would you like a financial plan that fits with your beliefs and values? It is common for us all to have fears that stem from bad experiences. As a female Financial Adviser and a mother of two I can help you understand and manage the issues you are facing, such as making sure you have a retirement plan, the benefit of family financial protection or the most suitable mortgage. The McKenzie and Co. office encourages flexible working and a healthy work life balance. Seeing my clients’ businesses, homes, families, and day to day challenges, and putting a financial plan in place to support them is the reason my work is so rewarding.
If you are looking for down to earth and jargon free explanations then look no further. Why not escape your desk for an hour and try one of my ‘Walk and talk,’ meetings. A no-obligation initial consultation while getting closer to your 10,000 steps for the day.
My own journey began as a Recruitment Consultant in Financial Services for five years. I was at Canary Wharf the day that Lehman Brothers collapsed and after seeing how much this changed the world, in 2008 I decided to move into a more fulfilling career helping individuals and small business owners. I joined St James’s Place because their proposition offers the advice guarantee and a wide range of services from the distinctive St. James approach to investment management to various companies that St. James’s Place collaborate and work with. I live in the Wiltshire countryside near to the Cotswolds and can be found walking, horse riding and enjoying the outdoors with my husband and two boys at the weekends.