Jonathon Curtis

Private Client Manager 

Jonathan Curtis brings a wealth of experience to his role as a Private Client Manager for Blevins Franks. Based in Montpellier, he focuses particularly on clients living between Béziers and Aix-en-Provence, and the surrounding areas.

Jonathan has lived and worked on three continents, giving him a unique perspective on the challenges faced by expatriates. He began his financial services career working for one of the UK’s largest retail investment companies, qualifying as a financial adviser before moving to their investment research team. He then went on to head up the investment advice proposition of a company advising UK nationals in Geneva before joining Blevins Franks in 2023.

As a CFA charterholder, Jonathan is an accomplished and highly respected financial professional. He is a member of the CFA Society and also holds the CFA Investment Management Certificate and CII Diploma in Regulated Financial Planning. He works closely with our advisers and teams in south-west France, and is further supported by our in-house tax, investments and pensions specialists based in London and Malta.

Jonathan is, at heart, a family man, and enjoys living in the beautiful and culturally rich environment of southern France.

Office/s:  Bergerac

Other Advisers in the Area
George Shepherd
Bergerac • South West France
Telephone

call +33 (0)5 53 63 49 19

Peter Wakelin
Bergerac • South West France
Telephone

call +33 (05) 53 63 49 19

Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.
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28 St James’s Square, London SW1Y 4JH
Gasan Centre, Triq il-Mergħat, Zone 1, Central Business District, Mrieħel CBD1020