Jonnie Whittle

Role:
Financial Planner
Specialist areas:
Business owners, exit and succession planning

Biography


Jonnie specialises in the affairs of business owners and their families, developing and implementing plans that enable them to make the most of their success at all stages of their life. The period around a business sale or liquidity event is an area of particular expertise and he is well known for his collaboration with professional advisers at this stage.

Prior to joining Clarion for 2017 Jonnie was managing director of a private equity-backed financial planning practice based in Manchester and London. He has also directed joint ventures with accountants throughout the North West. He has more than a decade’s experience advising clients at the highest level, and likens his approach to that of a “personal finance director” who incorporates clients’ individual, family and business affairs into a comprehensive, overarching plan.

He is a great believer in the importance of nurturing talent in his profession and sits on the board of NextGen Planners helping deliver financial services know-how to the next generation of planners and their clients.

Jonnie is a former professional rugby player and holds a degree in Physics from the University of Manchester. He lives in Wigan with his wife and three daughters. In his spare time he enjoys being outdoors and learning new skills.

Send Jonnie an email.


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