Jonathan Holdaway
Holdaway Financial Services Ltd
0238 115 9939
Based in Southampton
View locationVerified since: October, 2024
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
4.7 out of 5
Checks carried out by VouchedFor
Not Regulated by the FCA
Jonathan does not perform an FCA-regulated role, and Jonathan is not accredited or monitored by an FCA-authorised firm
Last checked: N/A
Jonathan does not perform an FCA-regulated role, and Jonathan is not accredited or monitored by an FCA-authorised firm
4
Recent Client Reviews
Jonathan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 4 client reviews in the past 12 months; 100% of these have been verified
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 06 October 2023
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Qualifications Uploaded
Jonathan has not yet added their qualifications to their profile
Qualifications not yet added
Jonathan has not yet added their qualifications to their profile
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
Accredited / Trained by
Information not yet provided
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)
Checks carried out by VouchedFor
Not Regulated by the FCA
Jonathan does not perform an FCA-regulated role, and Jonathan is not accredited or monitored by an FCA-authorised firm
Last checked: N/A
Jonathan does not perform an FCA-regulated role, and Jonathan is not accredited or monitored by an FCA-authorised firm
4
Recent Client Reviews
Jonathan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jonathan has received 4 client reviews in the past 12 months; 100% of these have been verified
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 06 October 2023
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Qualifications Uploaded
Jonathan has not yet added their qualifications to their profile
Qualifications not yet added
Jonathan has not yet added their qualifications to their profile
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
Accredited / Trained by
Information not yet provided
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 been in the Financial Services Profession for over 30 years and have gained wide experience in advising business owners, HNW individuals and presenting to large groups. I have a high level of qualification and technical knowledge, and was one of the first 600 awarded Chartered Financial Planner status in 2005, and am a Pension Transfer Specialist. I was Chairman and ‘Chartered Champion’ for the Hants & Dorset Region of Personal Finance Society for 6 years, was on the committee of STEP Bournemouth and the local Joint Professions Group (ICEAW). I am a successful Networker & developer of Professional Connections. I was an accredited adviser to the Universities Superannuation Scheme (USS) for 13 years, and also worked ´pro bono´ with sick and injured Armed Forces personnel under the PFS Forces Money Plan. I spend half the year at my home in Spain providing regulated financial planning advice to expats based in the EU and around the globe, and the other half in the UK, now exclusively providing life planning and money coaching. I am a father and step father to 4 adult children, and grandfather to 4 girls! I am Player Manager of the local Walking Football team, and enjoy walks on the beach with my rescue dog Toby
Offers available through VouchedFor
Contact Jonathan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
About Jonathan's clients
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