Jonathan Hales
LenRose Wealth Management
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8941
Based in Sittingbourne
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: October, 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: 10 April 2025
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
7
Recent Client Reviews
Jonathan has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 7 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: 31 October 2019
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.
1
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 5 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 5 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: 10 April 2025
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
7
Recent Client Reviews
Jonathan has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 7 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: 31 October 2019
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.
1
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 5 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 5 first impressions)
What a therapist does for your mental health, or a personal trainer does for your physical health, a Financial Planner does for your financial health. I am an Independent Financial Adviser meaning I offer truly unbiased whole of market financial planning advice. We take a wide view of your financial values and goals to help you create the life you want and put your money to work for you. We are part coach, part teacher, part confidante, part project manager and part progress checker. I offer expert financial planning services covering; Financial Protection and Insurance, Investments and Wealth Management, Residential and Buy to Let Mortgage Advice, Estate and Long Term Care Planning, Equity Release, Corporate Financial Planning, Employee Benefits, Executive Pension Plans and Retirement Planning. We also connect you to other professionals like accountants, if you need tax help, and solicitors if you need to draft a Will or Power of Attorney.
Offers available through VouchedFor
Contact Jonathan through VouchedFor and your initial 30 minute 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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
LenRose Wealth Management is a trading style of Active Financial Partners Limited who are authorised and regulated by the Financial Conduct Authority and are permitted to advise on and arrange (bring about) deals in investments and pension contracts from the whole of the market. Our service to you will see us: » gather and analyse the personal information you have provided as well as assessing your attitude towards investment risk and capacity for loss. » recommend and discuss any action we think you should take in those areas and with your agreement, arrange relevant solutions for you using the information you have disclosed. We may also provide recommendations on areas we feel are relevant even though you have not requested us to do so. With regard to investments and pensions, which we have arranged for you, these will not normally be kept under review (unless you choose one of our ongoing service propositions). Should you require a review then do contact us to arrange. We would recommend as a minimum that you review your investments and pensions annually.