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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Jonathan Baker - CFPCM FPFS

Jonathan completed a PhD in Atmospheric Chemistry and began his working life with the Met Office. Jonathan retrained as a Financial Adviser joined Hargreaves Lansdown in 2005. He is currently one of our Senior Financial Advisers having been promoted in 2014. 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

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