Jonathan Angelini
Financial Planner
FCA reference number: JDA01098
I work with a wide range of clients helping them to get the best out of their investments and to create and implement comprehensive plans and strategies for their financial journeys ahead. I provide advice across a broad range of areas including investments and retirement planning.
Expertise
Financial planning
Pensions and retirement planning
Investment management
Trusts
Protection
Qualifications
Diploma in Financial Planning
Region and method of advice
Based in Bristol, I can provide in-person meetings in the local area or remote meetings by phone or video to clients based elsewhere in the UK.
Approach and experience
My strengths lie in communication and empathy with my clients. My aim is to support them in making financial decisions so they can feel confident financially and live the life they want, whatever stage of life they are in.
I enjoy building relationships and trust to better understand what makes my clients tick, including their own individual circumstances and needs. Finance and investments can be overwhelming, so I try to make things as simple as possible to improve engagement and help clients cultivate an understanding in this area.
Personal interests
Outside of work, I enjoy spending time with my wife and my son, Vincent. I am often travelling to visit extended family in Yorkshire, Wales and Italy. I have a passion for music, which I have studied previously. I like to go to gigs and concerts and perform with a band occasionally. I love to cook and go running also.