Meet Jon
Jon brought a range of valuable experience to atomos when he joined us in 2021. He began his financial career in 2003 as a bookkeeper. He then spent 11 years working in the closures team at a large UK bank, dealing with deceased estates. As one of our portfolio assistants, Jon works closely with the portfolio managers to provide clients with the best possible service.
He is currently studying for his Investment Operations Certificate from the Chartered Institute for Securities & Investment, a highly regarded qualification in financial administration and operations.
Lydia Macdonald (Head of the Brighton office) has been my investment manager for well over 20 years. She gives me complete peace of mind and takes away the worry of managing my own finances. She is always on hand to offer sound advice and reassurance whenever you need it. And that’s a very good feeling!
A client
Brighton
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.
