As your personal finance director, we can support you in many ways. Our services cover all the basics for you, but we don’t just do the easy work. We are here to support you with whatever financial issues you may be facing.
For you to achieve your goals, we know you need: • An honest assessment of where they are • A vision for where they want to be • A flexible plan to plot the course • Forward motion and accountability of action Using this framework, we can find the path to recovery or the route to prosperity.
We are entirely independent, with your best interest at the forefront of everything we do. We are unlike traditional wealth managers, we consider how all your assets impact your plan. We have the expertise and network to deliver the best outcomes for you and your family
Jonnie is a Certified Financial Planner, and has a BSc (Hons) in Physics from the University of Manchester and a Fellow of the Chartered Institute of Securities and Investments FSCI. Jonnie is the founder and MD of Method Asset Management. He has been working in the accountancy and independent financial services sector for the last 15 years, providing both strategic financial planning and investment management . He has also supported founders through various capital events from start ups to public listed companies, with enterprise values of £5m to £600m. This included various board roles. Prior to working in business, he was a professional sportsman. Jonnie is married with three children, a dog and a camper van.
Josh is a qualified financial adviser with a degree in physics from the University of Salford. Prior to Method Josh worked at BNY Mellon and completed his financial planning apprenticeship at Brewin Dolphin, gaining his level 4 qualifications.
While at Brewin he was responsible for team building, training new apprentices and running national financial planning projects. He has been with Method from the start and helped Jonnie build it from a blank piece of paper. He has developed a deep understanding of servicing ultra-high-net worth clients with sophisticated requirements.
"If not at the laptop you will find me walking my Pomeranian, Sherlock, usually listening to an audio book or podcast at 2x speed. I am also an enthusiastic boulderer and I'm looking forward to the day when my skill level meets my enthusiasm."
Sam is a qualified financial adviser with additional pension qualifications. He holds a degree in mathematics and physics from the University of Manchester. Prior to joining Method, Sam worked at firm that specialised in pension advice for clients with UK-based pensions living around the world.
Sam worked for HMRC before beginning his career in financial services. During his time in this sector, he has focused on his own professional development, undertaking his professional studies independently. Since joining Method in February Sam has taken responsibility for improving internal processes to maximise the value added by Method to both prospective and existing clients.
“In my spare time I really love to get out into nature, whatever the weather! Be it hiking, kayaking, or taking a stroll around the local parks. I also enjoy my weekly 5-a-side football and, on the weekend, you may find me playing touch-rugby in the park or cheering on the famous Man City at the Etihad.”
Nat has a degree in Psychology from UCLAN. She has extensive experience supporting businesses and senior staff. Prior to joining Method she has worked in business support roles in the private and public sector.
Nat has been working in Method supporting Jonnie with operational responsibilities.
Nat has a young family and that keeps her busy. Although no matter how much is going on she's always eager to assist.
Jonnie is the founder and Chief Executive Officer of Method Asset Management.
Following his early career as a professional sportsman, Jonnie has spent the past 15 years in the accountancy and independent financial services sector, providing both strategic financial planning and investment management. During this time, Jonnie founded a business within a multi-jurisdiction Family Office and also created a retainer-based Family Office service within a Financial Planning and Discretionary Management group.
On top of his commercial experience, Jonnie has various qualifications including Certified Financial Planner which is internationally recognised, and MSCI with the Chartered Institute of Securities. Jonnie is married with three children.
Simon Moore
COO
Simon is the Chief Operating Officer and a founding member of Method Asset Management.
Simon is a finance professional and has worked in investment banking and asset management for the last 30 years, employed at firms such as ING Barings and Commerzbank and consulting with firms such as Aviva Investors, Investec, Nomura, Mizuho, Peel Hunt, AJ Bell and CQS. In addition, Simon has lectured on derivative theory at the University of Manchester.
Simon is married with two children, but the real love of his life is Liverpool FC. He is a big fan of the outdoors and has the scars to prove it.
Simon Moore
COO
Simon is the Chief Operating Officer and a founding member of Method Asset Management.
Simon is a finance professional and has worked in investment banking and asset management for the last 30 years, employed at firms such as ING Barings and Commerzbank and consulting with firms such as Aviva Investors, Investec, Nomura, Mizuho, Peel Hunt, AJ Bell and CQS. In addition, Simon has lectured on derivative theory at the University of Manchester.
Simon is married with two children, but the real love of his life is Liverpool FC. He is a big fan of the outdoors and has the scars to prove it.
Shelly Moore
assistant
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet.
