Jonathan Grant

Jonathan Grant Email and Phone Number

Director @ London, GB
London, GB
Jonathan Grant's Location
London, England, United Kingdom, United Kingdom
Jonathan Grant's Contact Details

Jonathan Grant personal email

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.

Jonathan Grant's Current Company Details
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 Manag

Director
London, GB
Jonathan Grant Work Experience Details
  • Jg River Wealth Management  A Partner Practice Of St. James’S Place Wealth Manag
    Director
    Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Manag
    London, Gb
  • Jg River Wealth Management  A Partner Practice Of St. James’S Place Wealth Management.
    Director
    Jg River Wealth Management A Partner Practice Of St. James’S Place Wealth Management. Jul 2019 - Present
    London, United Kingdom
    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.
  • Barclays Wealth And Investment Management
    Director Private Banking
    Barclays Wealth And Investment Management May 2007 - Jul 2019
    London, United Kingdom
    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.
  • Scottish Widows
    Senior Financial Adviser
    Scottish Widows Nov 2003 - May 2007
    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
  • Savills Private Finance
    Associate Director
    Savills Private Finance Oct 2001 - Nov 2003
    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
  • Prudential Assurance
    Executive Financial Planner
    Prudential Assurance Feb 1994 - Oct 2001
    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).
  • Acuma American Express
    Planner
    Acuma American Express 1990 - 1992

Jonathan Grant Skills

Financial Services Investments Asset Managment Wealth Management Banking Wealth Credit Wealth Management Services Pensions Mortgage Lending Strategic Financial Planning Private Banking Financial Advisory Asset Management Investment Advisory Investment Management Finance Portfolio Management High Net Worth Individuals Retirement Planning Financial Planning

Frequently Asked Questions about Jonathan Grant

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 the current company?

Jonathan Grant's current role is Director.

What is Jonathan Grant's email address?

Jonathan Grant's email address is sp****@****aol.com

What skills is Jonathan Grant known for?

Jonathan Grant has skills like Financial Services, Investments, Asset Managment, Wealth Management, Banking, Wealth, Credit, Wealth Management Services, Pensions, Mortgage Lending, Strategic Financial Planning, Private Banking.

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