Jonathan Hunt
Chartered Financial Planner, Director, FPFS® CFP® RLP® at Expert Wealth Management- Claim this Profile
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Bio
Louis Vollebregt
Jonathan is a very special man who has his heart in the right place. He is both generous and caring and is capable of a lot of empathy. He has great financial insight but more importantly has shown to be able to use that insight to actually improve people lives regardless of their wealth. A very skillful advisor you will enjoy working with!
Martin M.
Jonathan gave me an opportunity to gain some work experience at Expert Wealth Management. He is very intelligent and has a wealth of knowledge in financial planning. His teamwork mentality, motivation and strong leadership skills were very beneficial for my personal development. I learnt a lot about financial planning.
Louis Vollebregt
Jonathan is a very special man who has his heart in the right place. He is both generous and caring and is capable of a lot of empathy. He has great financial insight but more importantly has shown to be able to use that insight to actually improve people lives regardless of their wealth. A very skillful advisor you will enjoy working with!
Martin M.
Jonathan gave me an opportunity to gain some work experience at Expert Wealth Management. He is very intelligent and has a wealth of knowledge in financial planning. His teamwork mentality, motivation and strong leadership skills were very beneficial for my personal development. I learnt a lot about financial planning.
Louis Vollebregt
Jonathan is a very special man who has his heart in the right place. He is both generous and caring and is capable of a lot of empathy. He has great financial insight but more importantly has shown to be able to use that insight to actually improve people lives regardless of their wealth. A very skillful advisor you will enjoy working with!
Martin M.
Jonathan gave me an opportunity to gain some work experience at Expert Wealth Management. He is very intelligent and has a wealth of knowledge in financial planning. His teamwork mentality, motivation and strong leadership skills were very beneficial for my personal development. I learnt a lot about financial planning.
Louis Vollebregt
Jonathan is a very special man who has his heart in the right place. He is both generous and caring and is capable of a lot of empathy. He has great financial insight but more importantly has shown to be able to use that insight to actually improve people lives regardless of their wealth. A very skillful advisor you will enjoy working with!
Martin M.
Jonathan gave me an opportunity to gain some work experience at Expert Wealth Management. He is very intelligent and has a wealth of knowledge in financial planning. His teamwork mentality, motivation and strong leadership skills were very beneficial for my personal development. I learnt a lot about financial planning.
Credentials
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Statement of Professional Standing
Chartered Insurance InstituteOct, 2012- Oct, 2024
Experience
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Expert Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner, Director, FPFS® CFP® RLP®
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Jul 2004 - Present
We create bespoke financial plans for individuals & business owners. Helping them understand their finances better and develop strategies to achieve their life ambitions. Through individual cash flow modelling we allow clients to accurately predict the outcomes of financial decisions before they make them. As a result our clients make informed and better financial decisions for their future. Our Wealth Management skills include investment and portfolio management, tax efficient investment strategies, retirement & pensions advice and inheritance tax & estate planning. Our clients benefit from all these skills to help them create a financial legacy for future generations. Show less
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The Nasio Trust
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United Kingdom
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Non-profit Organizations
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1 - 100 Employee
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Founder
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Apr 2001 - Present
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Thomas & Co Financial Services
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United Kingdom
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Senior IFA Consultant
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Mar 1998 - Jul 2004
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Friends Provident
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United Kingdom
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Financial Services
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400 - 500 Employee
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IFA Sales Consultant
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1990 - 1998
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Education
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1990 - 1994
University of Exeter
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Community
