Jonathan McDowall

I’ve been providing financial advice since 2006 working with individuals and businesses, to help them achieve their financial aims.

My advice centres around planning to meet clients’ financial and personal goals, considering where they are now and where they want to be in the future.

I advise on all areas of financial planning including Pensions, Investments and Protection. Tax planning is an important part of my advice and I have extensive experience in advising clients on managing the tax implications of both the Annual and Lifetime Allowances for pensions, as well as planning to mitigate Inheritance Tax.

Looking after both new and existing clients, I ensure that my clients’ financial objectives are achieved utilising the most effective and tax-efficient solutions.

Outside of work I enjoy spending time with my family as well as keeping myself fit, playing football and am ever trying to become better at golf.