Jonathan Laws ACA Chartered MCSI FMVA

Senior IFA at Cameron James - Helping Expats Secure Their Financial Future
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Languages
  • Chinese Elementary proficiency
  • English Native or bilingual proficiency

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5.0

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Sebastian Hunter

Thank you to Jonathan Laws, he has always acted in a polite and professional manor and very promt at getting back to me. The level or transpartency is the best I have come accross, showing the potential portfolio before any sign up. Alos they use Novia Gloabal for the Interntional Sipp which I had researched before approaching CJ. They by far had the best reponse time and level of information than other companies. I spoke to around 6 other companies after first researching Expat pensions. Of course I can not commnet at this stage on the actual performance of the funds but the up front information allows you to research the funds you will have your money invested in. Also Jonothan does not try and bambusal you with usesless information as others have tried, everything he gives is relevant and to the point and he also does not assume you have no knowledge yourself again as others have done. They transfered all my pensions as fast as possible and guided me through the process and kept in touch to ensure I new what to do next, they filled out forms imediatly and guided me through what I needed to do at each step. Highly recomend them based on the front end interaction and will leave further comment in a couple of years

Rosauro Aala MA DipCG DipIFR BFP FCA FCMI SFHEA

I taught Jonny while he prepared for his ICAEW professional accountancy examinations. He always came to classes well prepared and was clearly diligent with his studies. He made useful contributions to class discussions and made a positive impact on the classroom environment. He worked hard when we practised past exam questions and used the practice to help him improve his technique, not that he needed much improvement.

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Credentials

  • Chartered MCSI
    The Chartered Institute for Securities & Investment (The CISI)
    Apr, 2022
    - Nov, 2024
  • Level 6 Certificate in Pension Transfers & Planning Advice
    The Chartered Institute for Securities & Investment (The CISI)
    Nov, 2021
    - Nov, 2024
  • Level 6 Certificate in Advanced Financial Planning
    The Chartered Institute for Securities & Investment (The CISI)
    May, 2021
    - Nov, 2024
  • Series 65 - Uniform Investment Adviser Law Exam
    NASAA
    Feb, 2021
    - Nov, 2024
  • Investment Advice Diploma (Financial Planning & Advice)
    The Chartered Institute for Securities & Investment (The CISI)
    Oct, 2020
    - Nov, 2024
  • Investment Management Certificate (IMC)
    CFA UK
    Aug, 2020
    - Nov, 2024
  • ACA
    ICAEW
    Nov, 2019
    - Nov, 2024
  • Passed CFA Level II Exam
    CFA Institute
    Jun, 2018
    - Nov, 2024
  • Passed CFA Level I Exam
    CFA Institute
    Jun, 2016
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior IFA
      • Jun 2020 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisory Representative
      • Jan 2021 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisory Representative
      • Oct 2020 - Present

    • Professional Services
    • 700 & Above Employee
    • Transaction Services - Senior Associate
      • Aug 2016 - Dec 2019

      I work in the advisory team as a senior associate, spending the majority of my time in the listing's team. I perform reporting accountant work for funds registered in the Channel Islands that want to have an IPO or raise capital through the London Stock Exchange. Tasks include: testing working capital models to provide assurance to potential shareholders that the assumptions in the model are reasonable and well supported, providing assurance over the Investment Circular contents and drafting Comfort Letters. I also write Working Capital Reports that aim to take the model provided to us by the client and output a document that highlights the key outputs of the model, the results of scenario and sensitivity analysis, and cash flow risk mitigation. Show less

    • Audit Associate
      • Jun 2016 - Aug 2016

      Spent 3 months working in the audit department. Was part of an audit team for a large investment fund and was a key associate in a small knit team working on the interim audit of one of the firm's largest client's.

Education

  • ICAEW
    ACA, Qualified (1st time passes)
    2016 - 2019
  • CFA Institute
    Level III Candidate
    2021 - 2021
  • University of Wisconsin-Madison
    Bachelor of Arts (B.A.), Economics
    2011 - 2015
  • Elizabeth college
    2004 - 2011
  • Corporate Finance Institute® (CFI)
    Financial Modeling and Valuation Analyst, Summa Cum Laude

Community

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