Jonathan West
DipPFS
I provide wealth management advice to individuals and businesses in the UK. My advice is tailored to meet your personal and/or business objectives.
About
I have always lived in Weston super Mare and I have been married since 1993 and I have a son who was born in 1998. I commenced work back in 1988 from college and worked for over 10 years with Commercial Union before also working at AXA Sun Life and Chase De Vere and more recently Whitechurch Securities.
In my career I have worked quite a few years in compliance so ensuring advisers were complying to all the rules and regulations and providing correct advice to clients. Then I actually went into actual advising when I joined Whitechurch and helped to build that company up. I now have set up my own Practice and look to build that up.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded and professional service.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 23/01/2023
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.
