JONATHAN HOLMES

DipPFS

 

Independant Financial Adviser

​Jonathan.Holmes@slaiyburn.co.uk

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With over 30 years in the financial services industry, I am a dedicated Independent financial adviser, holding the DipPFS qualification. My experience spans a comprehensive range of areas, including Group Pensions, Group Protection, Individual Dealing with all areas including Group pensions, associated Group Protection Benefits, individual personal pensions, and investments, together with individual and business protection plans.

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Recently I have specialised in individual pensions, focused on at retirement planning and  Group pensions and  Group Protection.

I have had the privilege of guiding many long term clients as they achieve their retirement goals.

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I am always excited to meet new clients and continue to build strong lasting relationships.

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Outside of work, you’ll find me at the gym as an unofficial member of the 6am club, working on my cardio fitness. I also enjoy going for a walk with my wife  followed by a well earned shandy.  As a lifelong Leeds United supporter, I love following their journey and catching games, whether in person or from home, with my two sons by my side.  

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PAUL SPECIALISES IN:

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Savings

Investment

Pensions