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Jonathan Beale Email & Phone Number
Chartered Financial Planner and Office Manager
at
Craven Slater & Associates
LinkedIn matched
✓ Verified Jun 2026
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Profile completeness 100%
Current company
Role
Chartered Financial Planner and Office Manager
Location
Halifax, England, United Kingdom
Who is Jonathan Beale? Overview
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Quick answer
Jonathan Beale is listed as Chartered Financial Planner and Office Manager at Craven Slater & Associates, based in Halifax, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Beale.
Jonathan Beale previously worked as Chartered Financial Planner & Office Manager at Craven Slater & Associates and Debt Recovery Officer at Leeds Federated Housing Association. Jonathan Beale holds Advanced Diploma In Financial Planning from Chartered Insurance Institute.
Company email context
Email format at Craven Slater & Associates
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Craven Slater & Associates
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Profile bio
About Jonathan Beale
An experienced financial planner with a strong awareness of risk management and compliance requirements; focussed on continual improvements in productivity both individually and across the business, dedicated to helping clients achieve their goals by providing bespoke, high quality planning and advice. Key skills include:• Strong inter-personal and communications skills with ability to work effectively with both colleagues and clients• Detailed knowledge of financial product market and investment fund solutions• Ability to relate and explain the features of financial plans to clients in easy to understand terms• Excellent financial acumen, both at client and corporate level, with a strong analytical approach
Listed skills include Team Management, Management, Customer Service, Outsourcing, and 30 others.
Current workplace
Jonathan Beale's current company
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4 roles
Jonathan Beale work experience
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Chartered Financial Planner & Office Manager
Current
Craven Slater & Associates
Office Manager & Senior Paraplanner – strategic financial planning, product & fund research, report writing, client contact and servicing, remuneration reconciliation, accounts management, general administration
Nov 2004 - Present
Debt Recovery Officer
Leeds Federated Housing Association
Rent reconciliation, arrears repayment negotiation, legal document preparation, representations at County Court
Jan 2003 - Nov 2004
Professional Dancer
Northern Ballet Theatre
Classical ballet and contemporary dance performances on tour in UK & abroad
Aug 1995 - Dec 2002
5 education records
Jonathan Beale education
Advanced Diploma In Financial Planning
Chartered Insurance Institute
Bachelor Of Arts (Ba), Business Studies, 2:1
Open University
Professional Dancers Course
Central School Of Ballet
Professional Dancers Course
Royal Ballet School
Education record
Manchester Grammar School
FAQ
Frequently asked questions about Jonathan Beale
Quick answers generated from the profile data available on this page.
What company does Jonathan Beale work for?
Jonathan Beale works for Craven Slater & Associates.
What is Jonathan Beale's role at Craven Slater & Associates?
Jonathan Beale is listed as Chartered Financial Planner and Office Manager at Craven Slater & Associates.
Where is Jonathan Beale based?
Jonathan Beale is based in Halifax, England, United Kingdom while working with Craven Slater & Associates.
What companies has Jonathan Beale worked for?
Jonathan Beale has worked for Craven Slater & Associates, Leeds Federated Housing Association, and Northern Ballet Theatre.
How can I contact Jonathan Beale?
You can use AeroLeads to view verified contact signals for Jonathan Beale at Craven Slater & Associates, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Beale attend?
Jonathan Beale holds Advanced Diploma In Financial Planning from Chartered Insurance Institute.
What skills is Jonathan Beale known for?
Jonathan Beale is listed with skills including Team Management, Management, Customer Service, Outsourcing, Call Centers, Team Leadership, Performance Management, and Training.
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