0330 038 8942
Based in Bank
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2019
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: 15 January 2026
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
48
Recent Client Reviews
Jonathan has received 48 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 48 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: 13 February 2026
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.
16
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
16 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
Jonathan is a Chartered Financial Planner and began his career in financial services with Waymark in the summer of 2014 as a trainee adviser. Since qualifying as an Independent Financial Adviser in 2016, Jonathan has provided advice to all Waymark clients, building close relationships with them and a network of professional specialists to collaborate with such as accountants and solicitors. Jonathan was shortlisted for the Young Retirement Planner of the Year award at Retirement Planner Awards 2019 and has featured among the Top Rated Advisers on Vouched For for the previous four years, with Waymark achieving Top Rated Firm Status for five consecutive years since joining. Outside of work, Jonathan enjoys spending time at home or abroad with his wife, Krystyna, enjoying good food and wine and spending quality time with friends and family. Jonathan also plays guitar in a band, John & The Sayers and supports his hometown football club, Leicester City.