Prior to joining the financial services industry, I graduated with an LLB in Scots Law from The University of Glasgow and then worked as a police officer with Central Scotland Police. After deciding on a career change I spent the next four years working with banks whilst completing various qualifications in financial services (CeFA, CeMAP and DipFA) during my spare time.
In 2013 and 2015 at the Money Management Financial Planner Awards I finished as Runner up in the category of Protection Planner of the Year across the UK.
Jonathan Smith Consulting was established in 2014, when I accepted an invitation to join St. James's Place Wealth Management. Prior to this, I was operating as an Independent Financial Adviser for 4 years.
Based in Menstrie, I am conveniently located for meeting with clients across Scotland.
We offer an excellent wealth management service which will help you achieve your goals
Jonathan has been my financial adviser for 3 years and during that time he has worked hard to ensure that our wishes and risk profiles are followed and delivered. He has also ensured that new opportunities that fit our profile are brought to my attention with full back up information. I have alrea...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.