Jonathan Loughran

Jonathan Loughran

Azets Wealth Management

Minimum savings/pensions: Any amount

0330 038 8942
Based in Billingham
View location

Top Rated 2025
Verified since: December, 2023

4.9 out of 5

29 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 April 2025

    Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Jonathan has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Jonathan has not yet added their qualifications to their profile

  • Transparent Fees

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    Jonathan has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jonathan

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 April 2025

    Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Jonathan has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Jonathan has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Jonathan has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jonathan

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 4 first impressions)

My name is Jonathan and I'm a Chartered Financial Planner with over a decades worth of experience in financial advice. I joined Azets Wealth Management in 2022 to expand Azets financial planning services across Teesside and County Durham. I work with individuals and businesses to assist with a range services such as helping clients tax efficiently extract profits from their businesses, retirement planning and advising on insurance to protect my client's lifestyles and families. It would be great to speak with you to see if I can help with any financial queries you have.

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

Azets Wealth Management is a trading style of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.