Jonathan Millar

Jonathan Millar has over 15 years of experience in the financial planning industry. Jonathan started their career in 2007 as a Chartered Financial Planner at Saunderson House, where they managed client portfolios and provided financial planning advice to high net-worth individuals. In 2016, they became an Associate Director, responsible for delivering business growth and improving scalability and efficiency. In 2020, Jonathan was promoted to Director and Head of Front Office at Saunderson House, overseeing the Advisory, Paraplanning, and Administration departments. Following the acquisition of Saunderson House by Rathbones Group in 2021, Jonathan took on the role of Head of Transformation at Rathbones Financial Planning, where they are primarily responsible for integrating Saunderson House and Rathbones Financial Planning.

Jonathan Millar's education history includes a Bachelor of Arts (BA) degree in Politics, Philosophy, and Economics (PPE) from Durham University. Jonathan also holds a Chartered Manager qualification from the Chartered Management Institute and a Chartered Financial Planner qualification from the Chartered Insurance Institute. Additionally, Jonathan has obtained certifications such as the Mental Health First Aider from Mental Health First Aid (MHFA) England. Jonathan has also completed the Level 3 - Advanced Certificate in Wines and Spirits and the Level 2 - Intermediate Certificate in Wines and Spirits from the Wine & Spirit Education Trust.