Jonathan Reid
BA Hons, DipPFS
My journey in financial services began with a focus on mortgages and protection, giving me first-hand insight into one of the most important financial decisions people make – buying a home. That foundation shaped my approach to advice: practical, personal, and always with your long-term goals in mind.
While I continue to support clients with mortgage and protection advice, my services now span a broader range of financial planning – including retirement and and investment planning, and wealth protection. Whether you're planning ahead or responding to change, my role is to help you make informed, confident financial decisions.
At the heart of my approach is a genuine commitment to personal service. I take the time to understand what’s important to you — your goals, your challenges, your plans — and provide advice that fits your life, not just the numbers.
Your home may be repossessed if you do not keep up repayments on your mortgage.
About
As principal of Reid Financial Planning, I pride myself on providing exceptional service to my clients in order to build long term relationships as their trusted financial planner.
In my previous career, working internationally as a football coach instilled the importance of setting goals, creating a game plan, and executing a strategy, which I apply to my work with clients to help them reach their overall financial objectives. This, coupled with my experience in the finance industry, allows me to provide advice for a diverse range of clients from individuals to business owners, established career professionals and those looking to retire comfortably.
The foundation of my business is largely based on personal introductions and word of mouth referrals meaning my clients friends, family and colleagues benefit from the same quality advice my clients receive.
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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.
SJP Approved 17/02/2025
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.
