jonathanfry plc operate from a head office in Richmond, North Yorkshire and offices in London.

Letters should be directed to our head office: Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB.

If you would like details of our services and the basis of our charges please complete the contact form below.

Please note that:

• Comprehensive Financial Planning is designed for clients with total assets in excess of £1m
• Dynamic Cash Management is designed for clients who expect to hold over £100,000 in National Savings, bank or building society accounts
• Personal Managed Portfolio is designed for clients who wish to invest £100,000 in a wide range of asset classes for 5 years or more
• Our Family Office service is designed for clients with total assets in excess of £10m

Data Protection
Information obtained from clients may be stored in our record keeping systems and be used to advise clients about new investment opportunities from time to time. Personal data will not be released to third parties without your specific consent, except to group companies and in connection with compliance, regulation or in accordance with the due process of law or in connection with investment products entered into or about to be entered into by you. The provision of any information on this form means that the client has provided explicit permission to process that information under the terms of the Data Protection Act 1998.

Pillar 3 disclosures
Click here to download our Pillar 3 Disclosures. Pillar 3 Disclosures provide transparency about our capital requirements, risk exposures and risk assessment processes and are made for the benefit of our current and future clients. The Disclosures are required to follow a specified format and are required to include certain details. If you have any questions about this document please email

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