0203 544 6810
Based in Tooting
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, 2018
4.7 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: 09 March 2025
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
5
Recent Client Reviews
Jonathan has received 5 client reviews in the past 12 months; 83% of these have been verified
Verified reviews: 83%
Jonathan has received 5 client reviews in the past 12 months; 83% 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: 21 February 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.
2
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 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
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 14 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 14 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: 09 March 2025
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
5
Recent Client Reviews
Jonathan has received 5 client reviews in the past 12 months; 83% of these have been verified
Verified reviews: 83%
Jonathan has received 5 client reviews in the past 12 months; 83% 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: 21 February 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.
2
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 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
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 14 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 14 first impressions)
I am an Independent Chartered Financial Planner and specialise in planning led investment strategies. I help clients at a number of different stages in their personal and financial lives, from city professionals who are building their wealth to families that have accumulated a significant estate and are planning for retirement or looking to pass assets on to the next generation. I am passionate about providing clients with robust financial plans, which give them the clarity needed to make informed decisions. I believe a planning led advisory service leads to superior investment outcomes for clients and their families. I graduated from Loughborough University with an honours degree in Economics, later achieving Chartered Financial Planner status and qualifying with the Chartered Institute for Securities and Investments to level 6 (PCIAM).
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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