Jonathan Mcsi Email & Phone Number

Chartered Financial Planner @ Baggette & Company Wealth Management

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Jonathan Mcsi Location

Torrox, AL, ES

Jonathan Mcsi Work

2026 - now Chartered Financial Planner @ Baggette & Company Wealth Management
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2025 - 2026 Independent Financial Advisor @ Elite Financial Consulting Ltd
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2018 - 2026 Managing Director @ HOLDAWAY FINANCIAL SERVICES LIMITED

2020 - 2023 Chartered Financial Planner @ KMI Consultants Ltd
2020 - 2023 Chartered Financial Planner @ Smart Financial
2019 - 2020 Chartered Financial Planner @ Chase Buchanan Wealth Management
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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 @ Universities Superannuation Scheme (Ltd)
2017 - 2019 Chartered Financial Planner @ Hurst Financial Consultancy Ltd
2013 - 2016 Chartered Financial Planner @ Merchants IFA Ltd/Merchants Wealth

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Jonathan Mcsi 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

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Jonathan Mcsi Skills

Pensions
Strategic Financial Planning
Inheritance Tax Planning

Wealth Management
Retirement Planning
Investment Strategies
Financial Advisory
Financial Services
Investments
Income Protection

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Jonathan Mcsi Summary

Jonathan Mcsi, based in Torrox, AL, ES, is currently a Chartered Financial Planner at Baggette + Co. Wealth Management. Jonathan Mcsi brings experience from previous roles at Elite Financial Consulting Ltd, HOLDAWAY FINANCIAL SERVICES LIMITED, KMI Consultants Ltd and Smart Financial. Jonathan Mcsi 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 Mcsi has 4 emails and 1 mobile phone numbers on RocketReach.

Jonathan Mcsi Emails

Found 4 emails

Jonathan Mcsi Phone Numbers

Found 4 phone numbers

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Jonathan Mcsi

Chartered Financial Planner at Baggette + Co. Wealth Management

Torrox, AL, ES
4
- gmail.com
- hotmail.com
- msn.com
- hotmail.co.uk
4
- +1 512-370-XXXX
- +1 541-591-XXXX
- +1 203-775-XXXX
- +1 757-833-XXXX

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