Financial Consultant
CurrentFinancial Consultant with PFPS Wealth Management Ltd
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Jonathan Byrd is listed as Financial Consultant at PFPS Wealth Management Ltd, Partner Practice of St. James’s Place Wealth Management at St. James's Place Wealth Management Ltd, based in Chester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Byrd.
Jonathan Byrd previously worked as Financial Consultant at St. James'S Place Wealth Management Ltd and Sales Professional Trainee and Future Agent at Nfu Mutual. Jonathan Byrd holds Bachelor’S Degree, Marketing, 2.1 from University Of Newcastle-Upon-Tyne.
Passionate about providing clients with a plan on how to reach their retirement goals. Creating an objective which is aligned to their aspirations. Working closely with business owners and others wishing to create tax efficient savings both now and in retirement.PFPS Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).SJP Approved 5/2/2024
Listed skills include Microsoft Office, Leadership, Management, Customer Service, and 6 others.
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North West And Wales
Financial Consultant with PFPS Wealth Management Ltd
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Jonathan Byrd works for St. James's Place Wealth Management Ltd.
Jonathan Byrd is listed as Financial Consultant at PFPS Wealth Management Ltd, Partner Practice of St. James’s Place Wealth Management at St. James's Place Wealth Management Ltd.
Jonathan Byrd is based in Chester, England, United Kingdom while working with St. James's Place Wealth Management Ltd.
Jonathan Byrd has worked for St. James'S Place Wealth Management Ltd, Nfu Mutual, and Atlas Hotels.
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Jonathan Byrd holds Bachelor’S Degree, Marketing, 2.1 from University Of Newcastle-Upon-Tyne.
Jonathan Byrd is listed with skills including Microsoft Office, Leadership, Management, Customer Service, Event Management, Microsoft Excel, Social Media, and Time Management.
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