Jonathan Holdaway Email & Phone Number
Chartered Financial Planner @ Baggette & Company Wealth Management
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Jonathan Holdaway Location
- Bournemouth, England, GB
Jonathan Holdaway Work
- 2026 -now Chartered Financial Planner @
- 2025 -2026 Independent Financial Advisor @
- 2018 -2026 Managing Director @
- 2020 -2023 Chartered Financial Planner @
- 2020 -2023 Chartered Financial Planner @
- 2019 -2020 Chartered Financial Planner @
- 2017 -2019 Financial Adviser for sick and injured Armed Forces Personnel and Veterans @ Forces Money Plan -a pro bono initiative by The Personal Finance Society
- 2005 -2019 Accredited Adviser @
- 2017 -2019 Chartered Financial Planner @ Hurst Financial Consultancy Ltd
- 2013 -2016 Chartered Financial Planner @ Merchants IFA Ltd/Merchants Wealth
- 2009 -2015 Chartered Champion (Hants and Dorset) @
- 2010 -2013 Business Development Manager @ calculis limited
- 2008 -2010 Chartered Financial Planner @ Siddalls
- 2007 -2008 Financial Consultant @
- 2005 -2007 Regional Chairman @
- 2003 -2006 Senior Consultant @
- 2001 -2003 Operator @ 63 (UKSF) Signals Squadron
- 2002 -2002 Pension Transfer Specialist @
- 2001 -2002 Senior Consultant @ Towry Law
- 1999 -2001 Consultant @ Bishopscourt Financial Planning
- 1992 -1994 Sales Consultant @ Frizzell Life & Financial Planning
Jonathan Holdaway Education
- Kinder Institute of Life Planning
Registered Life Planner (Life Planning)
2020-2020 - European Institute of Management and Finance (EIMF)
Cysec Advanced (International Finance)
2018-2020 - Chartered Institute for Securities & Investment
Associate (Financial Planning and Services)
1990-2020 - Chartered Insurance Institute
Fellow (Financial Planning and Services)
2000-2007 - Bournemouth University
ACII (Pensions, Insurance, Economics, Law)
1984-1988 - Romsey Community 1977-1982
Jonathan Holdaway Skills
- Pensions
- Strategic Financial Planning
- Inheritance Tax Planning
- Wealth Management
- Retirement Planning
- Investment Strategies
- Financial Advisory
- Financial Services
- Investments
- Income Protection
- Savings
- Finance
- Leadership
- Sales
- Military
Jonathan Holdaway Summary
- Jonathan Holdaway, based in Bournemouth, England, GB, is currently a Chartered Financial Planner at Baggette + Co. Wealth Management. Jonathan Holdaway brings experience from previous roles at Elite Financial Consulting Ltd, HOLDAWAY FINANCIAL SERVICES LIMITED, KMI Consultants Ltd and Smart Financial. Jonathan Holdaway holds a 2020 - 2020 Registered Life Planner in Life Planning @ Kinder Institute of Life Planning. With a robust skill set that includes Pensions, Strategic Financial Planning, Inheritance Tax Planning, Wealth Management, Retirement Planning and more. Jonathan Holdaway has 4 emails and 1 mobile phone numbers on RocketReach.
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