Jonathan Hunt

Jonathan Hunt

Expert Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8939
Based in Witney
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Top Rated 2025
Verified since: November, 2020

4.9 out of 5

124 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 October 2025

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

  • 31

    Recent Client Reviews

    Verified reviews: 100%

    Jonathan has received 31 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 September 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

    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 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

  • 10

    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 10 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.