We are a family-run Practice giving our clients the one-to-one service they need. Jonathan provides the Practice with a wealth of experience from his 28 years in financial services. Jonathan’s wife, Maria is the Practice Manager overseeing the day-to-day operations. Their son Matthew went through the SJP Financial Adviser Academy in 2022 and has been an Adviser in the Practice since. Our clients like the continuity of knowing Matthew will look after them for many years. Their daughter Lauren helps keep the diary in place while facilitating administrative tasks for the Practice.

Our family approach gives us a warm and friendly experience for our clients. We know them by name and not by product number. 

Our business has grown organically through word of mouth in the New Forest and via referrals from satisfied clients.