Jonathan Willis

Jonathan Willis

Future Start Independent Financial Planning Limited

Minimum savings/pensions: Over £500,000

0330 038 8938
Based in Watford
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Top Rated 2026
Verified since: October, 2018
4.9 out of 5

152 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 January 2026

    Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Jonathan has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 October 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.

  • 13

    Qualifications Uploaded

    13 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

  • 13

    Positive 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 13 first impressions)

I have worked as a financial adviser since 2007. I specialise in helping people who have reached a point in their lives where they want to take stock of their finances in preparation for retirement and beyond. This involves using a range of strategies designed to reduce INHERITANCE TAX, make the most of their RETIREMENT SAVINGS, build their RETIREMENT PLANS and invest in an ETHICAL WAY. Our specialist service can also include restructuring your Will to offer protection for the next generation. I am a Chartered Financial Adviser and hold specialist qualifications in taxation and trusts, Enterprise Investment Schemes (EIS), Long Term Care Funding, Equity Release and pension transfers. I achieved my Chartered status in 2014 whilst working full time; choosing to do the required study each morning before starting work. ‘I believe that if you are going to advise people on ONE of the most important things in life after family, you should be the best you can possibly be at it’. Due to my specialist skills in estate and retirement planning my clients are typically in their mid to late 40’s and beyond. I feel it is a great privilege to have worked closely with so many clients and their families over so many years. I have lived in the area in which I serve all my life, so it is even more important to me to continue to offer outstanding service to my local community and beyond. I believe that the key to being a good adviser is having a high level of technical knowledge but more importantly to have the ability to listen and connect with what really matters to people. My spare time tends to revolve around my family, the gym and my two pet cats! I also enjoy the occasional meal out, followed by a trip to the cinema or a show.