BLYTHE
FINANCIAL

The People

Jonathan Blythe FCA

I trained with Peat Marwick Mitchell (now KPMG) in Birmingham and worked for Stoy Hayward for five years before setting up Blythe & Co in 1987. I have always had a significant interest in the field of investment:

Whilst at Stoy Hayward, I lectured on the subject of investment and 'The City' and I formed and jointly managed (from 1983 to 1989) a small social investment syndicate investing principally in UK equities. As Chairman of the managers group at Stoy Hayward I organised a 'Big Bang' evening to explain the reorganisation of City institutions (dual capacity, globalisation etc.), for partners and managers.

For three years in the mid-1990s I worked closely with the Institute of Chartered Accountants as the Moderator on their Investment Business Test of Competence Exam. I have been conducting Investment Business for 21 years formerly through Blythe & Co. and since 2001 through Blythe Financial Ltd.

In 2002 I passed the Financial Planning Certificate and joined the Society of Financial Advisers and the Chartered Insurance Institute.

jb@blythetax.com

Elizabeth Blythe TEP, FCII

I left University with a first class degree in Economics and joined Eagle Star in 1978. In 1981, I moved to their City office where I was firstly an Investment Analyst before becoming the Unit Trust Fund Manager responsible for four UK equity Unit Trusts, and the UK equity portfolios of the main Life and General insurance funds and pooled Pension Funds.

Later I was appointed Investment Manager with specific responsibility for managing the UK equity desk (comprising fund managers and analysts), Asset Allocation and Trustee meetings for Pension Funds and Traded Option dealing on all funds.

I left the City when we had children, but I have remained closely in touch with financial matters, passing exams to enable me to advise individuals.

I am a Registered Trust & Estate Practioner, a Fellow of the Chartered Insurance Institute, an Associate of the Society of Investment Professionals and registered with the Society of Financial Advisers. In addition, I have the G60 (Pensions) part of the Advanced Financial Planning Certificate.

liz@blythetax.com