Chartered Financial Planner
Jonathan has a real passion for promoting good, independent, financial advice and raising the awareness of what financial planners offer. Jonathan’s favourite part of the job, is meeting with clients, listening to their requirements and establishing their financial needs and goals. As a Chartered Financial Planner, Jonathan looks at the financial plan as whole and will consider all aspects the advice process will affect.This can evoke areas of discussion clients may not have considered previously.
Areas of expertise:
Holistic financial planning to include, financial protection, retirement planning & tax advice
Location: Worcester
Contact:
Jonathan.Hayton@canaccord.com
01905 953623
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