0330 038 8939
Based in Witney
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2020
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: 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
Jonathan has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 31 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: 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
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 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
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 10 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.
