Client Services Director and Chartered Associate LIBF
Jonathan Sidlin joined the business in 2011 and is a Chartered Financial Adviser who graduated via the London Institute of Banking and Finance. Holding Chartered status is the profession’s gold standard for financial advisers. Jonathan covers most areas of the Financial Planning process; including Pensions and Investments, Tax efficient products and Estate Planning Solutions for his clients. Jonathan also assists on the General Insurance side of our business and in particular our Commercial Property Insurance clients. Outside of the office Jonathan is a keen golfer and has interests in football and keeping fit. Jonathan holds a BA Honours degree in Journalism from the University of Leeds.
Mortgage and Life Consultant
Alan Thomas is a certified Financial Planner and is our Mortgage and Protection Specialist. Alan has over 40 years’ experience in Financial Services. His hobbies include Travel, Football and Opera.