Jonathan Halberda APFS, a Chartered Financial Planner with extensive experience in financial consulting, has been a Senior Financial Consultant and Supervisor at Wesleyan Assurance Society since January 2007, specializing in providing financial advice to the medical profession. Prior to this role, Jonathan Halberda served as a Senior Personal Banker, focusing on niche market banking operations. Earlier experience includes working as a Senior Customer Relationship Adviser at The Co-operative Bank plc, where responsibilities included advising on banking products and supervising branch operations. Jonathan Halberda holds a Chartered Financial Planner qualification and a Diploma in Financial Planning from the Chartered Insurance Institute.
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