Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Jonathan Dowson

Chartered Financial Planner

I am a Chartered Independent Financial Adviser and Fellow of the Personal Finance Society. I have over 20 years experience of providing holistic, face to face advice.

I specialise in advising private and corporate clients on all aspects of their wealth and financial planning, including investments, pensions, protection and estate planning.

I work very closely with my clients and develop long-term trusted relationships. This enables me to deliver financial advice of the highest quality.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Morpeth

Covers

Northumberland, Tyne & Wear, County Durham

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Morpeth

Covers

Northumberland, Tyne & Wear, County Durham

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