Jonathan Grant

Spear’s Review

JG River Wealth Management’s Jonathan Grant has over three decades of experience in the wealth management industry and joined St. James’s Place Private Clients as a partner business five years ago. 

He advocates for and sets up next-generation preparedness seminars for his clients – and says second-generation wealth holders are often ‘thrown into the deep end when someone dies’. 

His philosophy is to spend time with younger family members prior to them gaining access to wealth and decision-making processes, giving them a values-based framework to make decisions around their family funds.

Adviser Profile

Jonathan aims to provide bespoke, collaborative wealth management advice to clients and their families. Continuity of advice and a deep understanding of clients are central to his approach. Jonathan has been looking after clients for over 30 years, providing advice on all aspects of personal financial matters. At JG River Wealth Management, Jonathan aims to have ‘Trusted Adviser Status’ with Private Clients and their families whilst soundly addressing financial needs with all dealings delivered to the highest standard.

He takes time to understand a client’s objectives and deliver personalised solutions. In-depth financial planning is what he does, which is only possible with collaboration, strong listening, a deep understanding of objectives and sound advice. This is how he builds towards the ‘Trusted Adviser’ position. Jonathan has a clear view of how to deliver wealth management in his Firm and how he wants clients to feel about the relationship. He looks to work with clients who value a trusted relationship where they are known and feel central to everything. Jonathan prides himself on being available and understanding clients’ lifelong goals built on close relationships.

Over his many years’ experience Jonathan has worked with major names in the industry: Prudential, Savills Private Finance, Scottish Widows, Acuma – American Express and as a banker and Director at Barclays Wealth. Jonathan is married with four sons and two wonderful grandchildren. He enjoys all sport and has spent many happy hours playing or watching football, tennis, cricket, athletics and rugby. He also has a love for antiques and collectables. Jonathan actively mentors.

He also enjoys being part of the restoration of an 18th Century award winning Walled Garden in London.