Jonathan Aptaker
MA (Oxon)
Adviser
Jonathan has over 30 years’ experience in the industry, nearly 10 of these with Helm. In this time, he has mainly advised self-employed professional people of substance about their particular pension and insurance needs. His specialism continues to be self-invested pension arrangements for those with adequate funds, then - ultimately - the annuitisation of these in the most advantageous fashion.
Departments
Financial Planning & Advice
Wealth Management










