Jonathan Ritterband

Jonathan Ritterband

The Private Office

Minimum savings/pensions: Over £500,000

0203 544 6810
Based in Tooting
View location
Verified since: November, 2018
4.7 out of 5

76 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 July 2026

    Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status

  • 2

    Recent Client Reviews

    Verified reviews: 20%

    Jonathan has received 2 client reviews in the past 12 months; 20% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 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.

  • 2

    Qualifications Uploaded

    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 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 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)

About

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).