Jonathan Heald Email
Client Relationship Manager @ Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
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Jonathan Heald Location
- Bolton, GB
Jonathan Heald Work
- Client Relationship Manager @ (June 2010 - Present)
- Paraplanner @
- Paraplanner @ (June 2008 - June 2010)
Jonathan Heald Skills
- Income Protection
- Financial Services
- Strategic Financial Planning
- SMSF
Jonathan Heald Summary
- Jonathan Heald, based in Bolton, GB, is currently a Client Relationship Manager at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22. Jonathan Heald brings experience from previous roles at Independent Financial Advisor Limited and 1st Chartered Financial Planning Ltd. With a robust skill set that includes Income Protection, Financial Services, Strategic Financial Planning, SMSF and more. Jonathan Heald has 1 emails on RocketReach.
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