Jonathan is a Member of the Institute for Securities and Investment. He started his working life in accountancy practice, before having a change of direction after 12 years into the financial services industry, joining the then newly set up independent firm of Truro Stockbrokers in 1998, looking after the back office, ISA management, compliance matters and IT amongst other responsibilities. A move to Charles Stanley in a similar role followed, before joining Walker Crips in 2015.
