020 3427 3206
Waymark Financial Limited, 34 Lime Street, London, EC3M 7AT
Jonathan’s career in financial services began at Waymark, nine years ago, in the summer of 2014, where he started as a trainee adviser.
Since qualifying as an Independent Financial Adviser in 2016, Jonathan focuses on providing advice to Waymark’s clients, who are either preparing for or at retirement. He achieved Chartered Financial Planner status in 2023.
Mark Wilson, our Founder, had been preparing Jonathan to take over from him as he neared retirement. This meant that when Mark was taken ill last year, and then tragically died, Jonathan was ready to step up to fill Mark’s shoes.
Jonathan was appointed a Director in 2022.
Outside work, Jonathan enjoys spending the time with his wife Krystyna, enjoying good food and wine with friends and family.
He has a great love of music and plays guitar.
His travels take him mainly to Andalusia, especially Seville, where his wedding was held in 2022.
Jonathan in the spotlight
My proudest moment as a financial adviser was:
Being able to continue Mark’s legacy and take the business forward, with the full support of our wonderful clients.
The three things I love most about my job are:
Being able to improve people’s lives with the satisfaction that a strong plan is in place; the proactive and engaging relationships you develop with clients and the ability to constantly learn and improve.
The three words my colleagues would use to describe me are:
Approachable, diligent and professional.
On an ideal weekend, you can find me:
Enjoying our home and the great city of London with my wife, Krystyna, spending time with friends or visiting my parents in Leicestershire.
My favourite holiday is:
Where the food and wine is great, the sun is shining and I can take some time out to relax.
I turn the radio up when they play:
John Mayer, The National, Paul Thomas Saunders and ACDC – I listen to a lot of music and typically I’ll let an album roll when I’m travelling somewhere.
The three people at my dream dinner party would be:
Three’s not enough!
The three small things that make my day better are:
People, sunshine and working with the team.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Jonathan’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Jonathan’s SPS on request.
AF2 – Business Financial Planning: This qualification develops in depth financial planning skills related to business.
J10 – Discretionary Investment Management: This qualification develops the wealth strategy and portfolio management skills required for effective discretionary investment management.
AF4 – Investment Planning: This qualification develops in depth financial planning skills related to investments and the management of investment portfolios.
AF1 – Personal Tax and Trust Planning: This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.
AF3 – Pension Planning: This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.
R08 – Pensions Update: This qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.
Advanced Diploma Financial Planning
R01 – Financial Services, Regulation and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 – Investment Principles: This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 – Personal Taxation: This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 – Pensions and Retirement Planning: This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 – Financial Protection: This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R06 – Financial Planning Practice: This qualification helps advisers develop and demonstrate their financial planning capabilities.
Diploma in Regulated Financial Planning