Director
Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Manag
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Jonathan Grant Email & Phone Number
Director
at
JG River Wealth Management A Partner Practice of St. James’s Place Wealth Manag
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Current company
JG River Wealth Management A Partner Practice of St. James’s Place Wealth Manag
Role
Director
Location
London, England, United Kingdom
Who is Jonathan Grant? Overview
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Jonathan Grant is listed as Director at JG River Wealth Management A Partner Practice of St. James’s Place Wealth Manag, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Grant.
Jonathan Grant previously worked as Director at Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Management. and Director Private Banking at Barclays Wealth And Investment Management.
Profile bio
About Jonathan Grant
With over 30 years' experience, I aim to provide bespoke wealth management advice to clients and their families. I look to be seen by my clients as ‘the trusted adviser,’ for all things financial. Collaboration & continuity of advice as well as deep understanding of my clients and their families are central to my approach. I am supported by the robust offering of St. James’s Place, as well as carefully selected third parties. When providing advice on personal financial matters, I have a clear view of how to deliver wealth management in my practice and how I want my clients to feel about the relationship. I provide a high service level to clients who value a trusted relationship where they are known and feel central to everything. Deep understanding of a client and their family is key to holistic advice. I provide support in investment management, retirement, structuring, protection and IHT Planning. JG River Wealth Management is a Partner Practice of St. James’s Place Wealth Management. St. James’s Place Wealth Management also has a number of arrangements with other carefully selected providers that allows a holistic review to be carried out.
Listed skills include Financial Services, Investments, Asset Managment, Wealth Management, and 17 others.
Current workplace
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Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Manag
7 roles · 37 years
Jonathan Grant work experience
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Director
Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Management.
St. James’s Place Wealth Management was recently 2023 Wealth Management Company of the Year - City of London Wealth Management Awards. The company’s success has grown through its ethos of offering quality, face-to face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
Director Private Banking
UK Based Private Banker in the Professional Services Team of Barclays Wealth and Investment Management. Specialising in advising Partners of large Accounting and Law firms with their personal planning and banking. Skills range across Wealth Advisory, Structuring, Planning, Banking, Asset Management and Credit.
May 2007 - Jul 2019
Senior Financial Adviser
Duties & Responsibilities:• To deliver sound, compliant advice to a wide range of Scottish Widows clients, both new and old and to facilitate implementation of product related recommendations.• To work both in the Corporate and Personal arena. • To develop working relationships with members of the Lloyds TSB Corporate and Business banking staff to facilitate profitable cross sale opportunities. 2005 & 2006 Qualified for Scottish Widows convention.2005 & 2006 In the top 3 consultants at Scottish Widows Direct
Nov 2003 - May 2007
Associate Director
Duties & Responsibilities:• Role involved finding new clients and providing comprehensive financial planning using in-depth analysis and looking at a wide range of financial products. • Dealing with predominantly high net worth clients in life, pension, investment, corporate & mortgage.• To build a team and develop others to provide planning for Savills Private Finance
Oct 2001 - Nov 2003
Executive Financial Planner
Role involved finding new clients and providing comprehensive financial planning using in-depth analysis and looking at a wide range of financial products. • Dealing with predominantly high net worth clients in life, pension, investment and mortgage.• Face-to-face contact with clients establishing goals and objectives in order to prepare client specific reports on methods to achieve their goals.• Generated client base of 750 'higher net worth,' individuals.• Member of ‘The Change Control Board’ setting company standards. 1994 – 2000 In the top 5 consultants of Prudential UK Sales Force for the 7 years running.1996 Top consultant of Prudential UK (Total sales force).
Feb 1994 - Oct 2001
Planner
Acuma American Express
1990 - 1992
~2 yrs
FAQ
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What company does Jonathan Grant work for?
Jonathan Grant works for JG River Wealth Management A Partner Practice of St. James’s Place Wealth Manag.
What is Jonathan Grant's role at JG River Wealth Management A Partner Practice of St. James’s Place Wealth Manag?
Jonathan Grant is listed as Director at JG River Wealth Management A Partner Practice of St. James’s Place Wealth Manag.
Where is Jonathan Grant based?
Jonathan Grant is based in London, England, United Kingdom while working with JG River Wealth Management A Partner Practice of St. James’s Place Wealth Manag.
What companies has Jonathan Grant worked for?
Jonathan Grant has worked for Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Manag, Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Management., Barclays Wealth And Investment Management, Scottish Widows, and Savills Private Finance.
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What skills is Jonathan Grant known for?
Jonathan Grant is listed with skills including Financial Services, Investments, Asset Managment, Wealth Management, Banking, Wealth, Credit, and Wealth Management Services.
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