Jonathan Routledge is an independent financial adviser based in Burscough, Lancashire.

Jonathan is a business principal at Octagon Wealth Management which he co-founded with Rick Hollington in 2010. Octagon Wealth Management is almost two years into its integration period with Fairstone, having signed up to the downstream buy out (DBO) process in July 2016. Here, Jon offers his perspective on the Fairstone proposition and how it has worked for him and his business.