Jonathan Young's Location
Shipley, GB
Jonathan Young's Work
- Financial Planner @ BlueSky Independent Wealth Managers
- Committee Member @ Friends of Northcliffe
- Partner (Financial Adviser) @ Clifford Wealth Management Limited
- Private Investment Manager @ NatWest
- Private Banking Manager @ NatWest
- Private Banking Officer @ NatWest
- Subject Matter Expert and Controls Officer @ Royal Bank of Scotland Business
- Team Leader and Fundraiser @ Wesser Limited
Jonathan Young's Education
- The Chartered Insurance Institute
DipPFS ( Financial Planning)
2006 - 2010 - The University of Hull
B.Sc. (hons) ( Economics)
1999 - 2002 - Bedford School
A-Level - A grade ( Economics)
1994 - 1999
- Felsted Preparatory School1989 - 1994
Jonathan Young's Skills
- High Net Worth Individuals
- Investments
- Asset Allocation
- Inheritance Tax Planning
- Estate Planning
- Trusts
- Protection
- Economics
- Strategic Financial Planning
- Wealth Management Services
Jonathan Young's Summary
Jonathan Young, based in Shipley, GB, is currently a Financial Planner at BlueSky Independent Wealth Managers, bringing experience from previous roles at Friends of Northcliffe, Prudential Financial Planning, NatWest Private and NatWest Private Banking. Jonathan Young holds a 2006 - 2010 DipPFS in Financial Planning @ The Chartered Insurance Institute. With a robust skill set that includes High Net Worth Individuals, Investments, Asset Allocation, Inheritance Tax Planning, Estate Planning and more, Jonathan Young contributes valuable insights to the industry. Jonathan Young has 3 emails on RocketReach.
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