Jonathan Finlay

Jonathan has worked in Financial Services for over 14 years, starting his career with CIS Ltd as a Financial Adviser, before taking on the role of Sales Manager after a very successful career as a Financial Adviser.

Jonathan left CIS Ltd in 2000 to join Union Square Financial Services who were part of the Allied Dunbar Group as a Financial Consultant, were he gained a wealth of experience in both pensions and investments.

In November 2001 Jonathan left Union Square Financial Services to affiliate with his previous boss and mentor Robert Forster. Jonathan worked along side Robert to form Kellands Northern Ireland Ltd.

Jonathan has worked in conjunction with Robert and in March 2005 he became Finance Director of Kellands Northern Ireland Ltd.

Jonathan specialises in pensions, investments and tax planning and is currently studying for his Chartered Financial Services Diploma.

Beyond work, Jonathan is kept busy with his young son and enjoys a game of golf when he gets the chance. He is a member of Belvoir Park, Lough Erne, Castlehume and Kirkistown Castle Golf Clubs.

Contact Jonathan