Chartered Financial Planner @ (October 2021 - January 2024)
Chartered Financial Planner @ (September 2007 - January 2024)
Independent Financial Advisor @ (August 2003 - August 2007)
Jonathan Fpfs Education
Northumbria University
BA (Hons) (Business, Accountancy)
1995-1999
Jonathan Fpfs Skills
Financial Advisory
Financial Planning
Financial Services
High Net Worth Individuals
Income Protection
Inheritance Tax Planning
Investment Advisory
Investments
New Business Development
Pensions
Personal Financial Planning
Protection
Retirement Planning
Strategic Financial Planning
Tax
Wealth
Wealth Management
Jonathan Fpfs Summary
Jonathan Fpfs, based in Morpeth, GB, is currently a Chartered Independent Chartered Financial Planner at Fairstone Group Ltd. Jonathan Fpfs brings experience from previous roles at TMP Wealth Management, St. James's Place Wealth Management and CARRICK FINANCIAL MANAGEMENT LIMITED. Jonathan Fpfs holds a 1995 - 1999 BA (Hons) in Business, Accountancy @ Northumbria University. With a robust skill set that includes Financial Advisory, Financial Planning, Financial Services, High Net Worth Individuals, Income Protection and more. Jonathan Fpfs has 2 emails on RocketReach.
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