About Jonathan

Jonathan Ralph is a UK national and seasoned expat. He began his career in China, before moving on to positions in France, the UK and eventually settling in Spain. He holds a first-class honours degree from the University of Bath and the Diploma in Regulated Financial Planning from the Chartered Insurance Institute. He is passionate about personal finance, and helping people to achieve the lifestyle of their dreams through smart decision making.

Attracted by the opportunity to build an outdoor-focused lifestyle in the sunshine, Jonathan lives with his partner in a country house on stunning Mallorca. When not advising clients on their wealth management position, Jonathan enjoys mountain hikes, barbecues with friends and long days at sea.

 

            Qualifications:
            Diploma in Regulated Financial Planning (Level 4) - CII
            Certificate in Securities Advice and Dealing (Level 4) - CII
            Certificate in Discretionary Investment Management (Level 4) - CII
            European Financial Advisor certification - EFPA
            BA (First-Class Hons.) - University of Bath