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Jonathan Rowley Fpfs profile image

Jonathan Rowley Fpfs

Owner/Director - Chartered Independent Financial Planner & SOLLA Accredited Later Life Adviser at Hamnett Wealth Management
Intro Book
Chartered Independent Financial Planner with 21 years of experience in wealth management and financial advisory.
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Location
Sheffield, England, United Kingdom, GB
Skills
  • Wealth Management
  • Pensions
  • Financial Advisory
  • Retirement Planning
  • Financial Planning
  • Show all
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Bio

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Jonathan Rowley Fpfs is a seasoned financial professional with 21 years of experience in wealth management, pensions, and financial advisory. He specializes in retirement planning, investment management, and trusts. With a Chartered Insurance Institute degree and Advanced Financial Planning Certificate from the Financial Conduct Authority, he is a SOLLA Accredited Later Life Adviser. As a Chartered Independent Financial Planner, he has worked with various companies, including Hamnett Wealth Management, PKF Chartered Accountants, BMA, and HSBC, advising personal and corporate clients on all areas of financial planning. He is based in Sheffield, United Kingdom, and has expertise in wealth management, pensions, financial advisory, retirement planning, investments, investment management, trusts, inheritance tax planning, and finance.

Credentials

  • Advanced Financial Planning Certificate Cii
    Financial Conduct Authority

Experience

  • Hamnett Wealth Management
    • Sheffield, United Kingdom
    • Owner/Director - Chartered Independent Financial Planner & SOLLA Accredited Later Life Adviser
      • Sep 2002 - Present
      • Sheffield, United Kingdom

      Owner of Wealth Management business based in South Yorkshire. Specialise in advising Personal and Corporate clients on all areas of planning. Main areas are: Investment and tax advice. Retirement planning and employee benefits. Succession planning, MBO's, MBI's, Grant advisory.

  • PKF Chartered Accountants
    • Sheffield, England, United Kingdom
    • Independent financial adviser
      • Apr 1998 - Sep 2002
      • Sheffield, England, United Kingdom

      Worked in the Sheffield, Doncaster and Leeds office. Advised personal clients and SME's on all areas of financial planning. Investment and Pensions specialist.

  • BMA
    • Independent financial adviser
      • Apr 1997 - Apr 1998

      Advising Doctors on all financial planning matters and hosting investment seminars. I specialised on the NHS Pension scheme and was able to assist GP's on their particular circumstances. I also worked with Dentists and Locum Doctors.

  • HSBC
    • Sheffield, United Kingdom
    • Executive Financial Planning Manager
      • Sep 1993 - Apr 1997
      • Sheffield, United Kingdom

      Financial adviser in branch. Advice to customers and bank staff. Also Looked after the Business banking team of Managers in Sheffield advising corporate clients on all areas of personal and corporate financial matters.

Education

  • 1991 - 2018
    Chartered insurance institute
    Advanced Financial Planning, Financial Planning and Services
  • 1984 - 1988
    Tapton School
  • 1975 - 1984
    Birkdale, Sheffield

Suggested Services

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Industry Focus. “Financial Services”

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