Qualifications
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Life & Pensions
Meet Jonathan
At work
Jonathan is a Financial Planner specialising in pension planning. He enjoys working with both individual and corporate clients; making a real difference to their lives and businesses.
At home
Outside work, Jonathan enjoys skiing and generally keeping fit.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Jonathan’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Jonathan’s.
Meet the team
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.