020 3427 3205
Waymark Financial Limited, 107 Leadenhall Street, London, EC3A 4AF
Jonathan’s career in financial services began at Waymark in the summer of 2014, where he started as a trainee adviser, attending meetings and developing his skills, whilst studying for his exams.
Since qualifying as an Independent Financial Adviser, Jonathan focuses on providing advice to Waymark’s clients; he is also taking on further study towards Chartered status. Jonathan works with many of our young professional clients but is also a qualified Pension Specialist and works with our clients who are either preparing for retirement or have already retired.
Jonathan was shortlisted for the Young Retirement Planner of the Year award at Retirement Planner Awards 2019.
Outside work, Jonathan enjoys spending the time with his fiancée, Krystyna, enjoying good food and wine, cooking together and spending time with family.
Jonathan plays guitar in a band, John & The Sayers, who play the occasional gig in London.
You can also often find Jonathan at the football, cheering on Leicester City.
Jonathan in the spotlight
My proudest moment as a financial adviser was:
Qualifying was a great achievement, as was delivering the first piece of advice with my name on.
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:
Getting out into this great city with my fiancée, Krystyna, spending time with friends or visiting my parents in Leicestershire with a visit to the King Power when I can.
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:
Too many to name – 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:
John, Paul, George and Ringo (I realise that’s four!).
The three small things that make my day better are:
People, sunshine and air conditioning on the District line.
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.
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.
R08 – Pensions Update: This qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.
Diploma in Regulated Financial Planning