Jonathan Campbell is a Director, and Pension & Investment Specialist for the firm.
Jonathan has a wealth of experience and knowledge relevant to his role having worked in the Financial Planning sector for the past 16 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.
Jonathan's professional credentials are highlighted further through his Fellowship of the Personal Finance Society and Associateship of the Chartered Insurance Institute.
The most important thing for you when it comes to clients?
The areas of advice mentioned above can be complex and therefore specialist knowledge is essential. I believe that it is imperative to spend time with clients, in order to identify their specific needs and objectives and to ensure that any advice given is personal to them.
Favourite thing about working at McCrea?
I really enjoy and appreciate being able to work with such a good team, who are all very supportive and reliable. This makes my job a lot easier!
I have been involved in various charity fundraising events throughout the years, completing an Ironman distance triathlon, an abseil from the Titan Crane, and a skydive.
In 2017 I completed The Glen Ogle 33 Ultra Marathon.
In 2018, I ran the London Marathon on 22 April and carried out The Three Peaks Challenge from the 15th to 16th of June, all for our 2018 charity partner Action for Children Scotland. I don't plan on doing any more than that, at least for 2018!
Out of the office
I enjoy spending as much time as possible with family and friends when out of the office. When I get the chance, I also like to participate in sports activities, particularly golf and football. If you want to see some interesting pictures of me training at Firhill with the Partick Thistle football team ahead of the 2018 London Marathon you can click here.
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