Experienced chartered financial planner joins our team

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Welcome to Jonathan Cotty, Chartered FCSI, who joined our team of advisers in October.

With over 20 years’ experience in financial services, Jonathan is qualified to chartered status and brings expertise from the City, the heart of London’s financial district, along with experience in award winning investment teams.

Jonathan is a Fellow of the Chartered Institute for Securities and Investment and has extensive experience sitting on investment committees for independent financial advice firms.

Prior to working for Davidsons, Jonathan spent time building and managing client investment portfolios at large city firms and was also head of trading at a boutique investment firm. He moved from the City into independent financial planning practices, sitting on the investment committees, which included one firm that secured the ‘Portfolio Adviser Gold Award’ for outstanding investment returns within the boutique category.

Jonathan said:

“I enjoy assisting clients in a practical and honest manner whilst talking them through what we may achieve over time with the right planning in place.

I was drawn to the ‘no sales spin’ ethos at Davidsons, as well as their independence and long-standing reputation in the area. This means that I can talk to new and existing clients about the full range of financial products to find the solution that is right for them. I feel my background in investment management makes me well placed to meet their personal objectives, both in terms of selecting the product itself and also in understanding the nuts and bolts of the arrangement.”

Craig Davidson, Managing Director, comments:

“We’re delighted to welcome Jonathan to the team. His chartered status and investment background complements our team of long-standing advisers and brings a wealth of experience to the firm.”

When he’s not looking at investments, Jonathan can be found outdoors, particularly on or around the water with his wife and 2 young children.

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