Jonathan Southgate
BA (Hons), Chartered Fellow FCSI
I am passionate about providing excellent financial planning - and I believe great advice isn’t just for the wealthy. I set up Southgate Wealth Management after 16 years working in financial services to offer a truly holistic, client-first service.
I also believe you are never too young to start learning good money habits, and I work with my children’s school to teach financial education to ages five to 11.
I am a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), reflecting my extensive experience and commitment to delivering the highest standards of the CISI’s professional code.
About
I work with families, clients making plans for later life, business owners and company directors, retirees and those approaching retirement, landowners and farmers.
With clients based across Bristol and the Southwest, London and the Southeast, and throughout the UK, I take pride in helping a wide range of individuals and businesses to make confident financial decisions.
I work to understand your situation and financial aspirations so I can craft a bespoke plan for your goals. I also liaise with other professionals on your behalf to ensure your financial affairs are aligned and robust.
I live between Bristol and Bath with my wife, two children and our cheeky border terrier. I enjoy playing tennis, golf and padel, and I was once an overseas cricketer in Melbourne, Australia.
Today, I show my support to my local cricket club in Downend, Bristol through sponsorship and helping with the junior coaching.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
