Jonathan Cleworth

Jonathan is an Independent Financial Planner directly authorised by the FSA. He joined Wealth Matters in September 2010 and in less than one year, has passed five diploma-level, Chartered Insurance Institute exams. He qualified as a Financial Planner in August 2011 having attained the CF30 function from the FSA. He is studying towards the Diploma in Regulated Financial Planning which he hopes to achieve by early 2012. With so many recent changes to legislation in finance, especially in the field of pensions, Jonathan benefits from understanding these changes. He enjoys keeping his knowledge right up to the minute.

Together with advising clients, Jonathan also assists the Directors with research for the in-house investment system (WRAPS). On a personal note, his interests include: football, cricket, travelling and music (he's a drummer, guitarist and pianist!).

Jonathan’s financial qualifications:

* Studying towards R06 - Financial Planning Practice - (to complete the Diploma in Regulated Financial Planning)

* August 2011 - CF30 - Qualified to give financial advice

* July 2011 - R03 - Personal Taxation

* May 2011 - R04 - Pensions and Retirement Planning

* March 2011 R02 – Investment Principles & Risk

* January 2011 – R05 – Financial Protection

* November 2010 – R01 – Financial Services, Rules & Ethics

* May 2009 - BA (Hons) Accounting and Finance