Jonathan hails from Cumbria, and it is there he began his career as a financial planner in early 2007. Since that time Jonathan has worked assisting private clients, trusts and corporates from the Lake District to London, to tax-efficiently build, manage, and perhaps most importantly, enjoy their wealth. Beyond the fundamentals of financial planning Jonathan…
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Andrew worked in banking for 8 years in a number of management and sales related roles before joining Thorntons Wealth in February 2022. He is a qualified Financial Planner, holding a diploma in regulated financial planning. Something you didn’t know about Andrew: As a Christian he is a leader at the youth clubs organised by…
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Richard has been working in the financial services industry since 2010 working his way up from office administrator to a financial planner. He offers whole of market financial advice to private clients to help them achieve their financial goals, as well as those individuals looking to plan further ahead for the next generation. He is a…
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Chris started his career in the industry in 2004 after graduating from Abertay University with a Degree in Business Studies specialising in Financial Services. As well as obtaining his qualifications to become a financial planner Chris has continued to develop his business knowledge along the way something which he started at the ripe old age of…
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Born and raised in the suburbs of London, Anne started her working life with NatWest Bank before a couple of career moves saw her end up running the operations department of a commodities broker in the City of London. The opportunity to move on to something different was grabbed with both hands and she moved…
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Born and raised in Yorkshire, Sharon began her career in Financial Services in 1987 when she joined General Accident. Sharon later joined Naafi Financial Services working predominantly with the armed forces in the North of England and overseas in Germany. She moved to North East Fife 23 years ago and became Office Manager at a…
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Yan joined Thorntons Investments in 2017 prior to which she worked in financial services for a number of years. She holds a Masters Degree in Finance from the University of St Andrews. She has been awarded the Skandia Quaich for Financial Planning Certificate and the First Scottish Asset Management Trophy for her Level 4 Diploma…
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Kim started her career 21 years ago as an office junior working for Thorntons Solicitors in Arbroath, before moving into the Investment team. In 2002 She moved firms before re-joining Thorntons Investments 13 years later. Kim holds her Level 4 Diploma in Financial Services and is currently working towards Chartered status. Kim is committed to…
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Alison is an experienced Financial Adviser who offers financial advice to individuals, trusts and businesses within a range of financial planning and investment services and products. The advice includes a comprehensive range of financial planning and tax matters, including investment, pension and retirement planning and protection. She is a member of The Chartered Insurance Institute. …
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Stewart is an experienced Financial Adviser who has been providing financial planning advice to individuals and corporate clients for over 17 years. He is a member of the Chartered Institute of Insurance and specialises in providing investment, inheritance tax planning, pension and protection solutions for his clients. Stewart is currently working towards achieving an accreditation…
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