Jonathan Bertrand

Jonathan joined bdhSterling in 2013 as an administrator. During this time, Jonathan has spent a successful six months working for bdhSterling in New South Wales. On returning, Jonathan evolved into a paraplanner, being responsible for conducting research and consistently delivering high quality financial planning reports for our clients. Now as a financial adviser, Jonathan prides himself on his enthusiasm to help people with their financial planning arrangements and having the ability to build strong, lasting relationships.

Jonathan holds a BA (Hons) in English from the University of Surrey, he has a Diploma in Financial Advice and is working towards his Advanced Diploma in Financial Advice, with the goal of ultimately becoming a Chartered Financial Planner.

In his spare time, Jonathan has a keen interest in health and fitness, enjoys spending time with his family and is passionate about personal development for himself and others.

Title: Financial Planner