I have worked within the Financial Services Industry since July 1986, during which time I have obtained the Financial Planning Certificate and the Advanced Financial Planning Paper in Personal Investment Planning.

My objective is to provide a personal service, providing advice which takes full account of your particular circumstances, on the basis of a face to face discussion, and to enable each client the opportunity to review their plans should their circumstances alter. These discussions can include simply rearranging your banking services to ensure you are receiving a competitive rate of interest on your current account and credit cards, to ensuring you and your family are adequately protected financially against death or a serious illness.

I am also able to provide professional advice on savings, investments and the more complex situations concerning Income and Inheritance Tax Planning, Off Shore Investments and Trusts.

Whether your need is straight forward or complex I can provide personal, professional advice to suit your individual requirements.

My aim is to keep my clients aware of the most up-to-date information and opinions. You may view examples of bulletins, fund manager commentary and fund prices through the Market Update link on the left hand side of this page.

I hope you find this website of interest and please do not hesitate to contact me to discuss any of your financial requirements.

Jonathan Hall
Senior Partner, The St. James's Place Partnership