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After joining the Penrith branch in 2018, Jonathan took a big interest into all things financial advice. Since then he has graduated from the Newcastle Financial Adviser Academy and has been helping out as a financial adviser for the Penrith branch.

Outside of work, he can typically be found bounding about the playground that is the Lake District. As a semi-professional mountain runner he will typically run anywhere around 70 miles a week with his furry friend Kobe!

If you’d like to talk to Jonathan about your financial needs you can book an appointment online or give him a call on 0345 600 4330

Exterior photo of Newcastle Building Society, Penrith branch.

"Jonathan was extremely courteous, friendly, knowledgeable about our investments and his explanations of his proposal for the development of these investments to our financial benefit."

Customer of Jonathan Cox

Vouchedfor review

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However much you have and whatever your financial plans are, get advice on the right place for your money and help on planning for the future.

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Or just give Newcastle Financial Advisers a call

Speak to the Newcastle Financial Advisers team on

0345 600 4330

Lines are open every weekday between 9am and 5pm

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 01/05/2024.