Jonathan Campbell

Chartered Financial Planner


0141 572 1340

Jonathan Campbell

Jonathan Campbell is the Pension, Investment and Trust Specialist for the firm.

He has a wealth of experience and knowledge relevant to his role having worked in the Financial Planning sector for the past fourteen years.  He is a Chartered Financial Planner and has passed the Advanced Financial Planning examinations in his specialist areas - these being AF1 Tax and Trust Planning, AF3 Pension Planning and AF4 Investment Planning.

Whilst these areas of advice can be complex and therefore specialist knowledge is essential, Jonathan believes it is extremely important that time is spent with clients to identify their needs and objectives and therefore ensure any advice is personal to them.

 

Jonathan is a Fellow of the Personal Finance Society and an Associate of the Chartered Insurance Institute.

Jonathan has been involved in various charity fundraising events recently completing Tough Mudder, an abseil from the Titan Crane, and a skydive all in 2015. His aim for 2016 was to successfully complete an Ironman event and this he did in June 2016. Most of his spare time is spent with his family but he also enjoys most sports, particularly golf and football.