0330 038 8939
Based in Witney
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, 2020
4.9 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: 14 March 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
Jonathan has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 24 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: 18 March 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.
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 6 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 6 first impressions)
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: 14 March 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
Jonathan has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 24 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: 18 March 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.
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 6 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 6 first impressions)
I have over 30 years’ experience in the financial services profession. I worked with both a major life company and a local financial planning firm, before setting up Expert Wealth Management in 2004. My focus is on providing a financial planning experience that concentrates on the individual and the dreams they have, and developing a plan that helps them to achieve what’s most important. When it comes to my clients, I love working with people who are going through the life-changing events of approaching and transitioning into retirement, helping them get the most out of life and continue to live an enriched life going forwards. I also specialise in working with business owners, helping them integrate their personal planning with that of their own businesses.
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
Mortgage value
Savings
Clients' level of financial expertise
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