An Associate Partner Practice of St. James's Place Wealth Management

Jonathan Smith Consulting Ltd

Jonathan Smith

LLB CeFA CeMAP DipFA
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.

About

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 Based in Menstrie, I am conveniently located for meeting with clients across Scotland.
Jonathan Smith

Menstrie Business Centre, Elmbank Mill, Menstrie, Scotland, FK11 7BU

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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 already recommended him to others and will continue to do so.
George Graham | Retired
Very courteous, pleasant and hardworking young man who tailors his advice especially to suit your needs. He has put in time and effort to give me best advice. Always available and approachable. I have great confidence in him and would be happy to recommend him. I have already recommended him to friends who are pleased with the service provided.
Santha Keith
Jonathan Smith has been a great find. In addition to achieving great results for us, he is very professional and thorough in his approach to financial planning. His is the only name I would ever pass on when people are looking for financial advice.
Helen Battersby

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

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.

Jonathan Smith Consulting Ltd is registered in Scotland, Number SC471857. Registered Office: Menstrie Business Centre, Elmbank Mill, Menstrie, FK11 7BU.
Jonathan Smith
Jonathan Smith Consulting Ltd