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Jonathan Whitmarsh is listed as Senior Consultant at Ludlow Wealth Management Group, based in Greater Preston Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Whitmarsh.
Jonathan Whitmarsh previously worked as Independent Financial Adviser at Bradford & Bingley.
We believe life is for living. We take pride in helping our clients make the right choices, enabling them to achieve financial peace of mind.To say ‘life is for living’ is something of a cliché, but it really is at the root of why we do what we do for our clients. Most people would agree that life is short and important, so using your time wisely to do the things that you want to do is critical.We can identify with many of our clients’ goals and aspirations because after all, we have our own too. We don’t want to regret missed opportunities, or wish we had planned something differently. We want to live fulfilling lives which aren’t distracted by financial concerns.At Ludlow we take pleasure in seeing our clients achieve successful outcomes from their financial planning, because we know it enables them to do what they want to do with their life.Many clients tell us that they are not overly interested in the nuts and bolts which come together to make up their finances – they simply trust us to focus on their goals.We work in partnership with people who share our values and we use our expertise, knowledge and experience to help those who value financial peace of mind.Knowing we are making a difference to those who work with us and their families is truly satisfying. We’re helping them live their life.
Listed skills include Wealth Management, Financial Advisory, Investment Strategies, Pensions, and 11 others.
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Southport, Preston, Lytham
I work closely with clients, meeting with them regularly and providing advice, along with help in identifying and working towards achieving any financial goals that they may have.By placing an emphasis on client relationships we get to know our clients very well, what their plans are and helping them to achieve them.
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Jonathan Whitmarsh works for Ludlow Wealth Management Group.
Jonathan Whitmarsh is listed as Senior Consultant at Ludlow Wealth Management Group.
Jonathan Whitmarsh is based in Greater Preston Area, United Kingdom, United Kingdom while working with Ludlow Wealth Management Group.
Jonathan Whitmarsh has worked for Ludlow Wealth Management Group and Bradford & Bingley.
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Jonathan Whitmarsh is listed with skills including Wealth Management, Financial Advisory, Investment Strategies, Pensions, Retirement Planning, Strategic Financial Planning, Inheritance Tax Planning, and Wealth.
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