Jonathan is Head of Transformation for Saunderson House and Rathbones Financial Planning, a role he has held since October 2022. In his role, he is responsible for overseeing all the change initiatives affecting both business and ensuring the business readiness for these.
Previously Jonathan led the Front Office at Saunderson House and was responsible for the oversight of the Advisory, Paraplanning and Administration departments as well as our Discretionary team.
Prior to that, Jonathan’s background was as a Financial Planner, having joined Saunderson House as part of the graduate trainee programme in 2007. Alongside advising clients, Jonathan held management roles across the front office before becoming Head of Front Office in 2020.
Jonathan is a Chartered Manager and Fellow of the Chartered Managers institute and holds a degree in Politics, Philosophy and Economics. Outside of work Jonathan enjoys cooking, spending time with his family and escaping to the sun or the snow. He also has an interest in wine, holding qualifications with the Wine and Spirits Education Trust.