Jonathan Neale

Jonathan Neale worked as a Private Client Director - Chartered Financial Planner at Close Brothers Asset Management from January 2017. Jonathan provided financial planning advice and discretionary investment services, specializing in investment solutions, retirement planning, tax efficient planning, life stage event planning, and protection. Prior to that, Jonathan worked as an Associate Director - Wealth Advisory at Grant Thornton UK LLP from February 2013 to January 2017. Jonathan provided financial advice to high net worth individuals and business clients, collaborating with various teams within the company. Before that, they worked at HSBC in various roles, including Chartered Financial Planner, Independent Financial Adviser, Senior Premier Manager, and Commercial Manager from 2002 to 2013.

Jonathan Neale obtained a Bachelor of Science (BS) degree in Financial Services from the University of Manchester - Institute of Science and Technology.