Meet Jonathan Bright

J Finance Jonathan Bright

This month we introduce you to Jonathan Bright…

Q: What is your role at J Finance Ltd?

A: I am the Managing Director of J Finance and a qualified Independent Financial Adviser, so I work with clients as well as manage the business. I am also responsible for ensuring that the company continues to meet its regulatory and compliance responsibilities.

Q: How long have you worked at J Finance?

A: I set the business up on my own in 2002 and have been working in it for the last sixteen years.

Q: Why should someone listen to your advice?

A: I have been a financial adviser for over thirty years and so have extensive experience and knowledge about personal finance. I have dealt with over 4000 clients which would make you think that I have seen every possible financial situation, but it is true that everyone is different and therefore I still need to get to know every client so that I can give them the best advice. I am committed to updating my knowledge and regularly attend training seminars and conferences.

Q: How are you regulated?

A: I am regulated by the Financial Conduct Authority (FCA) .

Q: What do you like best about working with J Finance?

A: I love the variety of my job; I enjoy working with clients and helping them achieve their goals, and the staff in J Finance who are hardworking and a loyal team. I also have a passion for just playing with numbers – mad but true!

Q: Describe your typical day.

A: No two days are ever the same, and that keeps things interesting, but I try to answer emails first thing. I might then have meetings with staff, clients, or meetings with others in the industry. I often see clients in the evening.

Q: What makes you happy?

A: My wife and family. Spending time with our 3 children and their partners is always fun!

Q: What do you like to do at the weekend?

A: I love to get out on my mountain bike or take our dogs for a walk in the beautiful Chiltern countryside where we live. It’s a bit of a cliché, but I really enjoy travelling too. Not only to visit different places, but to meet different people. Some of the best times of my life have been spent through chance meetings with people over a glass of local wine.

Q: Where was your last holiday?

A: My last major holiday was spent walking 240 miles along the Camino de Santiago in Northern Spain. Despite how it sounds – it was a wonderfully relaxing holiday where we met so many people from all over the world and all walks of life. We carried all our luggage in backpacks and for two weeks it felt like being a student again!