Embracing a methodical approach, we guide you towards the realisation of your financial goals. We simplify the complex and present the numbers that matter to you. We recognise your unique, distinct needs and provide flexible solutions to support you in building a sustainable plan.
Acting as your personal Finance Director, we offer you a unique service that enables you to take control of your wealth and time.
Wherever you are in your wealth journey, we can help you. Whether you are at a junction and unsure over what actions to take, or if you are in a period of transition where your priorities have changed.
We can help you:
Organise and grow your wealth
Preserve and safeguard what you have built
Plan for leaving your legacy to future generations
We specialise in delivering results for business owners, entrepreneurial shareholders, family offices and high-net-worth individuals.
Method was created to take an organised, analytical approach to financial planning and investment management. Our team have backgrounds in physics, accounting and financial services.
Our services include:
Financial Planning
Investment Audit and Oversight
Operational Asset Management/Family Office Generation
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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