Meet the Senior Team

Jonathan Ward - Investment Director

Jonathan Ward

Jonathan has over 10 years experience in the wealth management sector.

Having graduated from the University of Newcastle upon Tyne with an honours degree in Politics & History, Jonathan completed a postgraduate diploma in International studies at Warwick University. Jonathan then spent 4 years working with a City of London based tax and financial advisory firm specialising in advising high net worth clients involved in the insurance markets.

In 2001 Jonathan moved to Leeds and worked at BWD Rensburg and Ernst & Young as a technical investment specialist before joining wbs Granville in 2002 as the investment strategist for the private client wealth management division.

Jonathan is an investment specialist who holds the Advanced Financial Planning Certificate (AFPC) including the stand alone Investment Portfolio Management (G70) unit. He is currently completing the Securities & Investment Institute Diploma.

 

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