6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk


Director, DipFA

Jonathan lives in Bath with his wife and two young daughters. After a career in the Armed Forces participating in exercises and operations all over the world, he moved into the Financial services industry in 2008 hoping for a quieter yet still professional career. He joined RBS the same week as the banking crisis started to rock economies all over the western world, the rest is history but the experience kick started his interest in company performance, shareholder value and the knock on effect of people’s long-term wealth when combined with sound holistic financial planning. More than 10 years on, the core skills of developing long term relationships with integrity, straight forward communication and commitment to the task are fundamental to his approach.

Jonathan joined McKenzie and Co as he wanted to offer a significantly broader depth of financial consulting alongside his passion for developing client relationships. Jonathan felt the St. James’s Place approach to investment management and advice guarantee were central to offering the kind of client experience that he looked to achieve.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.