0208 166 7217
Based in Aldgate
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2017
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
Last checked: 12 April 2025
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
38
Recent Client Reviews
Jonathan has received 38 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 38 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jonathan has not yet added their fees to their profile
Fees not yet added
Jonathan has not yet added their fees to their profile
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 9 first impressions)
89% of users who are not yet clients had a positive first experience with Jonathan
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
Last checked: 12 April 2025
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
38
Recent Client Reviews
Jonathan has received 38 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 38 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jonathan has not yet added their fees to their profile
Fees not yet added
Jonathan has not yet added their fees to their profile
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 9 first impressions)
89% of users who are not yet clients had a positive first experience with Jonathan
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 9 first impressions)
I'm a Chartered Financial Planner and a Fellow of the PFS. I offer bespoke, unbiased financial advice to both individuals and large & small companies on a wide range of financial planning. My aim is to help people make the most of their time and hard earned money by putting in place strategic planning solutions tailored to an individual's personal requirements. These plans include pensions, investments (i.e. ISAs, EISs, VCTs, Bonds) and protection plans such as life and critical illness cover. I can also assist with Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning. I aim to build up solid, long lasting working relationships with my client's, as this can only benefit both parties in the long run. Areas of advice covered: Personal Pensions, Group Personal Pensions, Occupational Pensions, Pension Transfers, Self Invested Personal Pensions (SIPPs), Small Self Administered Schemes (SSAS), Income Drawdown, Annuities, Investments, ISA's, Unit Trusts, Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT), Investment Bonds, Offshore Bonds, Structured Products, Life Cover, Mortgage Cover, Critical Illness Cover (CIC), Income Replacement (PHI), Private Medical Insurance (PMI), Business / Shareholder Protection, Long Term Care. Please note I do NOT give advice on property / mortgages.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jonathan's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Please note that if you are just looking at cashing in a pension plan under pension freedom rules, this is not something I will be able to give you advice on. Investable criteria / assets excludes a cash emergency fund (which you should always have in place) and property assets.