Jonathan Rowley FPFS

Jonathan Rowley FPFS

Independent Financial Advisor & Fellow of the Chartered Insurance Institute. Hamnett Wealth Management, Sheffield.

Sheffield, England, United Kingdom
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Chartered insurance institute

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    Financial Advisory, Personal Tax Planning, Management Consulting, Tax Advisory, Business Consulting, Family Law, Estate Planning Law, Wills Planning Law, Trust and Estate Litigation, and Tax Law

About

I am a Chartered Independent Financial Planner and SOLLA Accredited Later Life Adviser.
I own and manage the Hamnett Wealth Management practice in Sheffield, South Yorkshire.

Hamnett Wealth Management is directly regulated by the FCA so we are only answerable to our clients and the regulator. We are free from any outside commercial interests and are free to access the most relevant bespoke solutions for our clients.

I specialise in advising clients on areas such as investments, pensions and advising clients on extracting income from their businesses in the most tax efficient way possible.

I have vast experience of dealing with business owners, Trustees and other professionals and believe in providing a totally unbiased opinion on all areas of financial planning.

We have six fully qualified financial advisers working in our firm.

Our corporate aim is to be the preferred choice for private clients in the South Yorkshire area.

Contact us for a confidential chat.

We also offer Employee benefit services to Companies and run numerous Company Pension schemes.

Specialties: Investment advice, tax and trust planning and specialist pension adviser. Pension and divorce. Employee benefits. Later life advice and SOLLA accredited IFA.

Activity

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Experience

  • Hamnett Wealth Management Graphic

    Owner/Director - Chartered Independent Financial Planner & SOLLA Accredited Later Life Adviser

    Hamnett Wealth Management

    - Present 22 years

    Sheffield, United Kingdom

    Owner of Wealth Management business based in South Yorkshire. Specialise in advising Personal and Corporate clients on all areas of planning. Main areas are:
    Investment and tax advice. Retirement planning and employee benefits. Succession planning, MBO's, MBI's, Grant advisory.

  • Independent financial adviser

    PKF Chartered Accountants

    - 4 years 6 months

    Sheffield, England, United Kingdom

    Worked in the Sheffield, Doncaster and Leeds office. Advised personal clients and SME's on all areas of financial planning. Investment and Pensions specialist.

  • BMA Graphic

    Independent financial adviser

    BMA

    - 1 year 1 month

    Advising Doctors on all financial planning matters and hosting investment seminars. I specialised on the NHS Pension scheme and was able to assist GP's on their particular circumstances. I also worked with Dentists and Locum Doctors.

  • HSBC Graphic

    Executive Financial Planning Manager

    HSBC

    - 3 years 8 months

    Sheffield, United Kingdom

    Financial adviser in branch. Advice to customers and bank staff. Also Looked after the Business banking team of Managers in Sheffield advising corporate clients on all areas of personal and corporate financial matters.

Education

  • Chartered insurance institute

    Advanced Financial Planning Financial Planning and Services Fellowship- Chartered Financial Planner

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    Activities and Societies: Sheffield life and Pensions

  • Tapton School

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  • Birkdale, Sheffield

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Licenses & Certifications

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