0330 038 8942
Based in Bank
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FCA Regulated
Last checked: 15 February 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
59
Recent Client Reviews
Verified reviews: 100%
Jonathan has received 59 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 31 January 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.
16
Qualifications Uploaded
16 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 provided information on their typical fees
Jonathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Last checked: 15 February 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
59
Recent Client Reviews
Verified reviews: 100%
Jonathan has received 59 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 31 January 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.
16
Qualifications Uploaded
16 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 provided information on their typical fees
Jonathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jonathan is a Chartered Financial Planner and began his career in financial services with Waymark in the summer of 2014 as a trainee adviser. Since qualifying as an Independent Financial Adviser in 2016, Jonathan has provided advice to all Waymark clients, building close relationships with them and a network of professional specialists to collaborate with such as accountants and solicitors. Jonathan was shortlisted for the Young Retirement Planner of the Year award at Retirement Planner Awards 2019 and has featured among the Top Rated Advisers on Vouched For for the previous four years, with Waymark achieving Top Rated Firm Status for five consecutive years since joining. Outside of work, Jonathan enjoys spending time at home or abroad with his wife, Krystyna, enjoying good food and wine and spending quality time with friends and family. Jonathan also plays guitar in a band, John & The Sayers and supports his hometown football club, Leicester City.
Offers available through VouchedFor
Contact Jonathan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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Adviser Disclaimer
Waymark Financial Limited is an appointed representative of Parallel Lines – The Advisor Collective Ltd., 2 Sopwith Court, Slough Road, Datchet, Berkshire, SL3 9AU, which is authorised and regulated by the Financial Conduct Authority. Registered office 107 Leadenhall Street, London, EC3A 4AF. Registered in England and Wales number 07700260.