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When I met Jonnie and Josh, I wanted someone to look at my pension and ISA. They worked quickly to resolve my initial worries and moved onto my wider planning. Method have given me peace of mind by providing my client safe, my wife is happier and confident she knows what and where everything Is if the worst were to happen. I feel Method are there for me as and when I need them. My finances are more organised than ever, and I now want method to look after my whole family.
As an FD I spend so much time reviewing everyone else's finances I don’t have the energy to look after my own. They are like a personal FD to me, and I appreciate their organised analytical approach. Aside from financial planning and pensions they also supported me through a company sale that I had interest in. I think Method truly have my best interests at heart and really minimise the time I need to spend to make good financial decisions to look after those I love
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 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 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.
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