0203 544 6810
Based in Pimlico
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: November, 2022
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
31
Recent Client Reviews
Jonathan has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 31 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: 26 November 2024
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.
5
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
Checks carried out by VouchedFor
FCA Regulated
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
31
Recent Client Reviews
Jonathan has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 31 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: 26 November 2024
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.
5
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
I have worked in international financial planning for 16 years and across three continents. I have advised high-net-worth individuals and family estates in London, New York, Barcelona, Dubai, Malta and Frankfurt, practising in all areas of wealth and succession planning. I have invaluable first-hand experience when it comes to cross-border financial planning. Priding myself on the service I provide, which is highly personalised, proactive and bespoke to my clients’ objectives.
£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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