Jonathan is the founder and owner of Kinetic Wealth Management.
Jonathan’s career in Financial Services began in 1984. He has since forged a successful career in the industry, initially owning a large IFA business culminating in joining St. James’s Place Wealth Management in 2009.
Jonathan is a non-advising Principal and his role within Kinetic Wealth Management is to support the advisers in the development of their client relationships as well as creating and managing new opportunities that may arise.
He therefore brings over 30 years of industry knowledge and is at home being part of a team that builds bespoke wealth management solutions for business owners, entrepreneurs as well as city professionals and professional sports people and music industry individuals.
Jonathan is proud to have many long-standing, multi-generational clients and was delighted his son James joined the business in 2012 ensuring these relationships continue long into the future.
Outside of work Jonathan enjoys playing golf, walking, travelling and watching football all over the world.
Graduating from the University of Birmingham in 2012, having gained a top degree in Sports Management, it was natural for James to join his father in the Wealth Management sector. James specialises in looking after professional sports clients as well as high profile media clients. He has a deep understanding of these clients needs and helping them with all aspects of their finances during short but lucrative careers. He feels at home working with these clients together with their other advisers be it their agent’s or accountant’s.
He is equally at home dealing with the needs and requirements of business owners, entrepreneurs and other high net worth individuals.
James obtained his diploma and qualified as a Wealth Management Consultant in March 2014, having graduated from the
St. James’s Place Next Generation Academy. The Next Generation Academy is a 12 month program designed to prepare family members of existing St. James’s Place Partners for life as an adviser, in addition to running and owning a business within the St. James’s Place Partnership.
James enjoys, playing and watching football, golf and tennis as well as travelling and European cuisine. He had the honour of representing Team GB at the 2013 Maccabiah Games in Israel.