0203 544 6810
Based in Southgate
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 08 March 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Verified reviews: 100%
Jonathan has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 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.
3
Qualifications Uploaded
3 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
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Jonathan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 15 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 08 March 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Verified reviews: 100%
Jonathan has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 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.
3
Qualifications Uploaded
3 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
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Jonathan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 15 first impressions)
I am helpful, friendly and make clients feel at ease and everyone who has a meeting leaves with enhanced peace of mind. I have been a qualified Financial Adviser since 2014, (Chartered from 2020) and my area of expertise is Pensions and Investments. I recommend bespoke cost effective investment solutions appropriate to each individual client's goals. My first career was in Investment Banking where I spent 17 years as a fixed income trader in 3 top tier Investment Banks.
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
Pentagon Wealth is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority. The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances