0118 443 0189
Based in Wokingham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: August, 2016
4.8 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 AuthorityLast checked: 14 May 2026
Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Jonathan has received 12 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Jonathan has received 12 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: 07 April 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.
5
Qualifications Uploaded
Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below5 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowJonathan 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
20
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 20 first impressions)80% of users who are not yet clients had a positive first experience with Jonathan
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 20 first impressions)
About
I have been one of Vouched For's Top Rated IFAs since 2014 and offer an independent financial planning service which aims to simplify complex issues and help you understand all of your options and their merits; enabling us to agree your best course of action. Following an initial exploratory meeting conducted without charge or obligation (available between 8am-6pm) I prepare an Engagement Letter which captures what you are trying to achieve in the short and long term, the work I can undertake on your behalf, the fees involved, and methods of payment. A fixed fee is agreed upfront which is payable on completion. Most reports are charged in the region of £2,500 - £3,500 (excluding VAT) depending upon scope and complexity. We also offer optional services to implement recommendations and to provide ongoing advice and reviews to help keep you on track. As a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Member of the Chartered Institute for Securities & Investments, I still regularly sit exams. I have a broad knowledge base and am committed to the highest professional and ethical standards but EBP also engages the services of a professional technical and compliance consultancy to support our research and advice. Our offices are in Wokingham and offer private meeting facilities and free car parking. I live in Caversham so also work extensively in the Reading area and am typically in Central London once a week for client meetings.