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Jonny is fully licensed and regulated by the Financial Conduct Authority (Ref: JXB03724), has been awarded the Diploma in Regulated Financial Planning, and uses his expertise to help his clients attain their financial ambitions with clarity and peace-of-mind. Jonny brings a diverse background and a passion for helping others, to the world of financial planning. With eight years of teaching experience and six years running a successful online business prior to his career within financial advice, he has honed a skillset that enables the people-centred approach he takes to financial advice. Outside of work, Jonny is a keen sportsman and particularly enjoys the camaraderie and challenge hockey provides him. He shares his life with his wife and their golden retriever and loves spending time on long, muddy walks! Wealth Transform Limited is proud to be a partner of M&G Wealth Advice. We come highly qualified and recommended within the financial planning landscape and advise on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. We pride ourselves on providing transparent, personalised and sustainable advice to the numerous clients we serve.
When client's financial worries just dissolve in front of me!
Big financial decisions can hang over people like dark clouds. Trapping people between wanting to do something before it's to late, but not wanting to do anything wrong and lose money.
End result?
Heads get buried, cans get kicked and a growing unease festers in the pits of many of our stomachs.
But through financial planning, I get to help people face up to the realities of what their money means to their future, and answer the burning questions many of us have.
Can I afford to retire?
When can I stop working?
What happens to my family if I die?
Is my money safe?
Can I afford to help my children out?
Am I paying too much tax?
Will my children pay inheritance tax because of me?
When my work gives a client clarity in things like this, and I see the future start to come into pleasant focus, that's what I love.
I am a second career-ist. I taught for 8 years prior to side-stepping and qualifying as a Regulated Financial Planner, all the while having a keen interest in my own personal finances.
Over time, I became increasingly frustrated when I heard the woes and worries of my family and friends in their financial situations. Whenever I engaged in talking to people about their financial options, I felt a deep sense of purpose and satisfaction that I was able to deconstruct jargon-heavy and tedious subjects, to give someone clarity on possible ways forwards.
When looking for a team to join, I wanted to work with people with a similar ethos to mine, and a propensity for professionalism and service.
That team was Wealth Transform.
I put people at the centre of everything I do. When we meet, what we talk about and what I build my solutions around is all unique to the person I'm sat down with.
My clients get utmost transparency from start to finish in our relationship, and I am fully invested in making sure a client understands not just what I recommend, but why I recommended it and what the alternatives where that I discounted.
I work both online and offline. Online allows me to work nationwide and I conduct meetings using the Teams platform with modern screen and file sharing capabilities. Paper copies of all documents referenced can be posted if preferred.
I endeavor to meet clients in-person if they are based in Kent and surrounding areas, and travel up to 90 minutes from my base in Folkestone.
For clients that this still remains a concern, online meetings would be arranged for all meetings regardless of location.
