Jonathan started working in the banking industry in 1988 for Abbey National (now Santander) as a trainee mortgage adviser and then a fully authorised investment adviser. He remained in the banking industry for 24 years. Jonathan then joined a firm of Independent Financial Advisers (IFAs) and stockbrokers based in Canary Wharf, London, where he qualified as a stockbroker. He joined another firm of IFAs in Aberystwyth in 2012 as a Senior Financial Consultant before coming a Director of this firm in 2013. He was invited to become an Associate Partner Practice of St. James's Place in January 2019 when he set up his new company Countryside Financial Services as an Associate Partner Practice of St. James's Place.
Yvonne worked as a Legal Secretary for 26 years before moving into the financial sector in 2016 where she worked as a Personal Assistant to the Director for a firm of Independent Financial Advisers.
Yvonne's main focus is to provide a first class service to our clients, and to ensure our ongoing relationships remain strong.