Jonathan Harris, CFP®

I am an experienced and professional senior client adviser with a history of obtaining ethical and client centric financial and lifestyle outcomes for clients. I’m driven to help people ensure they have enough money for themselves and their family now and when they retire, and to protect against a medical crisis that means they are no longer able to work or require time to recover. I help retirees have financial certainty and control, and to be in a position to contribute and provide a lasting legacy. I bring a wealth of business experience from a previous career and am a Certified Financial Planner (CFP) and Chartered Accountant (CA). This enables me to truly understand and relate to a diverse set of client circumstances and commercial outcomes. For the last seven years, I have been working for a leading Financial Services firm providing advice to pre and post retiree clients. I take pride in the quality of advice I provide and take a holistic approach to the client engagement.

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