A DRIVEN dad and entrepreneur went from being made redundant in a career he knew and loved to owning his own six-figure business in Stockton Heath.
Jonathon Causey turned his life around after losing his manager role at NatWest back in 2016.
The 42-year-old dad from Flixton had worked as a financial advice manager at the national banking branch for just under a decade before being given the devastating news that he no longer had a job.
“When I was made redundant, I felt like my world was falling apart,” Jonathon said.
“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.”
But the closing of one door soon opened another with even bigger things on the horizon for the dad-of-one.
He began channelling 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 £50million 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 ‘personable and professional style of service’ and 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.
“Looking back, the redundancy made me into the entrepreneur that I am today,” Jonathan reflected.
“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.”
Blithe House is currently increasing its 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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