Meet Jonathan
Jonathan is a former Senior Portfolio Manager at atomos who has moved into a business development/client liaison role in Lymington office, where he has worked for over 25 years. He works extensively with regional intermediaries across the professions in Hampshire and Dorset.
He is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment.
Lawyers, accountants and other professionals are valued partners in a joint effort to help clients at atomos.
Jonathan Yousafzai
Investment Consultant
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.
