Menu Menu Menu
Login Login Log in Search Search Search
Our Financial Advisers

Our Financial Advisers

Our Financial Advisers are based across the UK providing nationwide coverage

Jonathan Baker - CFPCM FPFS

Jonathan completed a PhD in Atmospheric Chemistry and began his working life with the Met Office. He retrained as a Financial Adviser joining Hargreaves Lansdown in 2005. He has qualified as both a Certified and Chartered Financial Planner and is also a Fellow of the Personal Finance Society.

FCA reference number: JMB01358

Jonathan Baker

Qualifications

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner
  • Certified Financial Planner CM
  • Fellow, Personal Finance Society
  • Member of the Institute of Financial Planning

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

Book your free consultation

More about our advisory services

Have a question?

0117 317 1690