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
- 2010 -now Client Relationship Manager @
- now Paraplanner @
- 2008 -2010 Paraplanner @
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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Top Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22 Employees
Phillip Rose
Group CEO
Manchester, GB
John Holt
Company Owner
Ramsbottom, GB
Richard Taylor
Chartered Financial Planner
Leeds, Leeds, United Kingdom
Stacey Batley
Office Manager
Leeds, Leeds, United Kingdom
Nikki Pace
Client Services Administrator
England, United Kingdom
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