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Jonathan Baker
Jonathan Baker

Jonathan Baker
Financial Adviser

With close to 20 years’ experience in advising HL clients, I’ve helped many to take back control of their money, simplify the complex, build the wealth they need, and at the right time, pass it on to their loved ones.

With close to 20 years’ experience in advising HL clients, I’ve helped many to take back control of their money, simplify the complex, build the wealth they need, and at the right time, pass it on to their loved ones.

Expertise

Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection

Qualifications

  • Advanced Diploma in Financial Planning
  • Fellow of the Personal Finance Society
  • STEP Certificate for Financial Services – Trusts and Estate Planning

Region and method of advice

Based in the South West, near Bath, I can provide in-person meetings with clients in Somerset, Wiltshire, Dorset and Hampshire. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.

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Based in South West

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In-person meetings

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Phone and Video call

Region & method of advice

Based in the South West, near Bath, I can provide in person meetings with clients in Somerset, Wiltshire, Dorset and Hampshire. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.


Approach and experience

After joining Hargreaves Lansdown in 2005 I have gained both the technical knowledge and experience to advise on a wide range of complex cases.

Specialising in comprehensive financial planning and investment management, my focus is on crafting tailored strategies aligned with each client's unique financial goals. This includes guiding clients through the often complex financial decisions that come with retirement and estate planning.

I enjoy meeting and getting to know clients. It gives me a sense of purpose to use my extensive experience, broad knowledge, and analytical skills to provide them with the peace of mind they want. I find it very rewarding to see my clients enjoying the fruits of their financial freedom over time.

Jonathan Baker was excellent - professional at all times, kept me informed of progress, patient in explaining concepts, answered queries quickly and honestly, within the guidance he receives from HL investment analysts. I would recommend from this perspective.

Mr C Spackman, Dorset

Personal interests

Outside the realm of financial planning, I enjoy spending time with my family, and generally enjoying the outdoors, with walks and various sporting activities. A lot of my time is also spent at the local rugby club, both playing for the senior team and coaching my son’s junior team.