From redundancy to a six-figure financial advisory company

AN ENTREPRENEUR turned hardship into happiness after he was made redundant, as he now owns a successful six-figure financial advisory company in Warrington.

Jonathan Causey aged 42, was made redundant by NatWest in 2016 where he worked as a Commercial Specialist Financial Advice Manager with a team of Business, Commercial and Corporate Relationship Managers.
Jonathan’s main responsibility was to offer appropriate financial advice to commercial customers with turnovers of up to £20 million.
Having been a Financial Advisor since August 2007, the father-of-one channelled his energy into embarking on owning his own business – Willows Financial Planning Ltd – which was part of a wider network.
Spending some years building up his clientele, Jonathan wanted to rapidly grow his business and eyed an opportunity. Thomas Turner, owner of Blithe House which was established in April 2014, was retiring and hoping to sell the company.
Jonathan bought Blithe House Financial Management in September 2021 and became directly authorised by the Financial Conduct Authority as an independent company, doubling the turnover so that Blithe House now manages over £50 million in funds on behalf of his clients.
Now working with 250 clients across the UK, Blithe House is based in Stockton Heath and specialises in Pensions, Investments, Mortgages, Inheritance Tax Planning, Life Cover, Corporate Financial Advice, Business Loans and Asset Finance.
Since September 2021, Jonathan has worked tirelessly to provide a 360 approach for his clients at Blithe House. His personable and professional style of service has seen the business enjoy exponential growth, solely through word-of-mouth recommendations.
The growth has seen Jonathan take on eight full-time employees and he’s also recently achieved chartered status, with Blithe House soon to be a Chartered Financial Advisory company.
Jonathan explained: “When I was made redundant, I felt like my world was falling apart. So many people go through the same experience and it creates an incredibly worrying situation as we all rely on our salaries for our bills, families and lifestyles.
“Looking back, the redundancy made me into the entrepreneur that I am today. I had always wanted to lead my own Financial Advisory company but having my job taken away from me gave me the nudge I needed to go ahead and take the plunge.”
Jonathan and his team at Blithe House are currently increasing their clientele, and will be managing over 350 clients in total by Q3 of 2024.
He added: “At Blithe House, we provide a complete 360 approach for our clients and are trusted in managing millions of pounds of funds on their behalf. As we continue to grow, it’ll be our priority to uphold the same level of service that we’re known and chosen for. 2024 will be a pivotal year for Blithe House and I’m very excited to continue building this exciting company alongside my trusted and talented employees.”

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