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.

Advice & Services

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

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
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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...
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 fri...
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
Jonathan has always shown interest in my situation, my family and my dreams for the future. He is uncritical, nonjudgmental and gentle with his advice. I always feel reassured after talking with Jonathan because I have a plan and a positive way forward, no matter how bleak things looked beforehand. ...
S Vizard |Semi-Retired, Linlithgow
Jonathan Smith is outstanding when it comes to understanding my needs. It is very reassuring working with him and I have every confidence that my best interests are being served. I now know and understand more about my financial affairs than I ever did and I am indebted to Jonathan for this. His gen...
Catriona Tucker |Glasgow
Jonathan has taken the time to understand our personal circumstances as well as our aspirations prior to offering advice. We trust him implicitly. He is always there to discuss our investments and finances and offer support when we need him, and he has gone the extra mile to find the right investmen...
Sophie and Thomas Ogilvy |London
Jonathan was highly recommended to us. We are impressed with the high caliber of knowledge and service and made a complicated business understandable. Jonathan cares about our investments in ISA's, pensions and mortgages and is instrumental in helping us plan for our future.
Private Client
I have found Jonathan to be trustworthy and professional in my dealings with him. He is easy to work with and explains everything clearly, giving valuable advice. He is proactive, understanding my needs often before I do! Jonathan explains available options clearly together with advice on the best w...
Alasdair MacIver |Project Risk Manager, Linlithgow

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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.

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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