Former Life Insurance Association president Jonathan Battersby has died at the age of 57 from cancer.
Battersby began his career as an actor in 1972 but entered the financial industry in 1981. He first worked as a sales associate for Save & Prosper and in 1986 joined IFA Waverly Fund Management.
In 1990, he set up his own firm, Jonathan Battersby & Company, and subsequently joined the LIA, which merged with Sofa to form the PFS in 2004. Battersby was a strong advocate of fees for financial advice and holistic financial planning.
He served as LIA president from 2003 to 2004, when he retired from the LIA and returned to acting.
Warwick Butchart Associates chairman Len Warwick says: “You could not spend any time with Jonathan without knowing you had been engaged in the best of conversations. Not just with an enthusiastic, witty raconteur but someone who naturally knew that real conversation is two-way. He listened better than most and took a genuine interest in all points of view.
“Whilst the beginning and end of his working life was spent gracing the acting profession, Jonathan was a leading light in financial services for over twenty years in which he was managing director of an IFA before setting up his own financial planning practice. He was recognised as a pioneer of financial planning and, both as a practitioner himself and as LIA president, he mentored many people in the profession today. May he rest in peace.”
PFS chief executive Fay Goddard says: “Jonathan was one of the forerunners of holistic financial planning in the UK, a true gentleman and a colourful character to work with. He was an inspiration to members of the LIA and will be greatly missed.”
Syndaxi Chartered Financial Planning managing director Rob Reid adds: “Jonathan was a very nice man and he was ahead of his time as far as his belief in charging fees for advice.”