Close Brothers Asset Management
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.
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Close Brothers Asset Management
Expert investment management and financial planning. We’re proud to work with some of the most successful individuals, families, businesses and charities in the UK, and are committed to providing clear advice and solutions for their financial objectives. We bring clarity for life and ensure our clients get the most out of today, but not at the expense of tomorrow. Follow us on: Twitter - @CloseBrothersAM Instagram - @LifeAtCBAM The value of investments can go up or down and you may get back less than you invest. Close Brothers Asset Management is a trading name of Close Asset Management Limited (Registered number: 01644127) and Close Asset Management (UK) Limited (Registered number: 02998803). Both companies are part of Close Brothers Group plc, are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority; Financial Services registration numbers 119329 and 175827 respectively. Financial Education Services and the Close Tax Service are not regulated by the Financial Conduct Authority. Registered office: 10 Crown Place, London EC2A 4FT. Close Brothers Asset Management (Guernsey) Limited (Registered number: 68599) is licensed by the Guernsey Financial Services Commission for investment business. Its address is Bucktrout House, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WR. VAT registration number: 245 5013 86.