0330 038 8939
Based in Macclesfield
View locationChecks 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: 17 April 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Jonathan has not received any client reviews in the past 12 months
Jonathan has not received any reviews in the last 12 months
Jonathan has not received any client reviews in the past 12 months
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: 10 March 2020
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.
Qualifications Uploaded
Jonathan has not yet added their qualifications to their profile
Qualifications not yet added
Jonathan has not yet added their qualifications to their profile
Transparent Fees
Jonathan has not yet added their fees to their profile
Fees not yet added
Jonathan has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 4 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 4 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: 17 April 2025
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Jonathan has not received any client reviews in the past 12 months
Jonathan has not received any reviews in the last 12 months
Jonathan has not received any client reviews in the past 12 months
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: 10 March 2020
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.
Qualifications Uploaded
Jonathan has not yet added their qualifications to their profile
Qualifications not yet added
Jonathan has not yet added their qualifications to their profile
Transparent Fees
Jonathan has not yet added their fees to their profile
Fees not yet added
Jonathan has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 4 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 4 first impressions)
I am an Independent Financial Adviser and represent Cheshire Wealth Partnership, which is authorised and regulated by the Financial Conduct Authority. I have 10 years of experience in Financial Services and pride myself on the quality of service that I provide. I am committed to treating my clients in the way that I would like to be treated myself, and have both a friendly and professional manner. I strongly believe that "a customer is for life" and therefore believe that relationships are the key to mutual success. I draw on my personality, experiences and values to offer tailored financial solutions for my clients. I work face-to-face and my aim is to put you in control of your finances by taking the time to understand your goals and aspirations, and what is important to you and/ or your family. I like you to feel relaxed and informed without any confusing jargon and have an open and straightforward approach to financial planning. If you would like to meet with me for a free, no obligation initial meeting, please feel free to make contact via phone or email and of course the first meeting is at no charge.
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
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.