We are delighted to welcome Jonathan Cross DipPFS to our team of Independent Financial Advisers as we expand our teams further.
Jonathan joins us with over 30 years’ experience within the financial services sector and is a qualified Independent Financial Planner with a friendly, professional, and easy to understand approach to providing independent and impartial financial advice.
Whether you are seeking advice for the first time, are looking for a second opinion or simply haven't had a review for a while, he will help you put together a bespoke financial plan to help you achieve your financial goals for whatever stage of life you are at.
Building and maintaining a long-term relationship with clients and continuing to advise them as their circumstances change over the years, is key to Jonathan feeling fulfilled in his role.
Jonathan joins Richard Taylor MBA APFS, who is an experienced Chartered Financial Adviser with 14 years’ experience of providing independent financial advice. He enjoys working with clients to understand their immediate needs and objectives and providing investment and retirement planning strategies to help them achieve their goals.
In his spare time, Rich enjoys being a father to two teenage daughters, walking dogs, sailing in the Solent and playing the trumpet in two bands.
TaxAssist Financial Services will be expanding our team of financial advisers over the coming months and look forward to helping clients with their pensions, wealth planning and investment needs.
To see our mortgage and protection teams - click here