Jonathan Marsden

I am responsible for advising my clients on how to manage their wealth to achieve their financial objectives. I create and implement tailored wealth management plans based on each client's individual circumstances, requirements and financial goals. Predominantly, I work with business owners and their families, pre and post exit, to help them grow and protect their wealth. This often means working in partnership with my client's accountants, lawyers and other professional advisers to ensure my clients are managing their overall wealth tax efficiently. I also work closely with my colleagues in the research team, financial planning team and a number of independent financial advisers, to provide the best possible solutions. In addition, I work closely with colleagues in our banking division who provide private banking and corporate advisory services.