Jonnie Whittle

Jonnie began his financial career at accountancy practice RSM before working for a large single family office and then running a Multi Family office service. He has also worked in private equity, investment and board-level roles, giving him experience as an adviser, business leader and investor.

He founded Method to solve a problem he had seen throughout his career. Clients often have accountants, solicitors, investment managers, but there’s no one responsible for understanding how all of that work fits together.

At Method, Jonnie works with clients to formulate strategy, works with their existing advisers, sources additional expertise where it is needed and makes sure the work gets done.

In Jonnie’s own words

“I thought I would go into investment banking after finishing my degree in physics. But I wanted to work with people directly and see the impact of what I was doing, which led me into financial planning.

“There isn’t really a typical day. I work with clients, the Method team, other professional advisers and institutions, solving problems and improving outcomes. It’s day-to-day communication leading to the execution of strategic plans.

“I like seeing people learn, grow and feel confident. Ultimately, I want clients and team members to enjoy life and feel supported”

Outside of work

“Anything outdoors that includes the family. Travelling, exploring, meeting new people. I love spending time in the campervan.

“I also like engineering projects, anything from DIY to designing a heating system for my campervan.”