Jonathan Snell Email & Phone Number

I am a passionate investment manager with over 10 years of experience working in the City of London within the private client wealth management sector specifically helping: • Discretionary and Advisory private HNW individuals to maximise their investments and through capital growth and/or income generation within SIPPS, ISAs and taxable portfolios. • Clients to find the right wealth solution for their individual circumstances.Following my Accounting and Finance degree, I started my career at PSigma Investment management before moving to Coutts. Along the way I achieved the CISI Diploma (FCA L6) and subsequently the Wealth Management Diploma (FCA L7). I then moved to Charles Stanley for a more hands on investment approach.My clients include:• Private individuals• Solicitors• Accountants• IFAsWhen I'm not working I enjoy marathon running, drinking good coffee and eating out at new and exciting places.

Listed skills include Alternative Investments, Equities, Portfolio Management, Wealth Management, and 13 others.