Jonathan Harris Dip Pfs

Jonathan Harris Dip Pfs Email and Phone Number

Senior Financial Adviser at Webster Associates Ltd - Principal Partner Practice of St. James’s Place @ Webster Associates Ltd
hartley wintney, hampshire, united kingdom
Jonathan Harris Dip Pfs's Location
Hartley Wintney, England, United Kingdom, United Kingdom
About Jonathan Harris Dip Pfs

At Webster Associates Ltd our approach is one of client solutions based around bespoke advice. All our efforts are focused on securing long term tax efficient strategies for client's money through the application of our knowledge and expertise.We recognise that your financial situation is unique, and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.That is precisely what we mean when we say that, as a Principal Partner Practice of St. James's Place Wealth Management, we offer a personal wealth management service.As a Practice, we pride ourselves on the quality of our advice to clients.We operate our business with the utmost integrity at all times and with the clients’ specific needs as paramount.Equally important is the transparency of our operations and costs. All advice we give is confirmed in writing and all costs are outlined and agreed with the client before proceeding.The best way that we can help you reach your goals is to provide you with appropriate advice and guidance now and on an ongoing basis ensure that the solutions we put in place remain effective, no matter how your circumstances change.This is reflected in the service our clients receive and the way in which it is provided.Services we provide:• Investment Planning• Tax & Estate Planning• Retirement Planning• Long Term Care Planning• Inheritance Tax Planning• MortgagesYour home may be repossessed if you do not keep up repayments on your mortgage.Webster Associates Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 29/2/2024

Jonathan Harris Dip Pfs's Current Company Details
Webster Associates Ltd

Webster Associates Ltd

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Senior Financial Adviser at Webster Associates Ltd - Principal Partner Practice of St. James’s Place
hartley wintney, hampshire, united kingdom
Employees:
8
Jonathan Harris Dip Pfs Work Experience Details
  • Webster Associates Ltd
    Senior Financial Adviser
    Webster Associates Ltd Aug 2016 - Present
    Hartley Wintney, Hampshire, United Kingdom
    Acquiring and servicing high net worth clients - specialising in Inheritance Tax Planning and Post Retirement Planning. I regularly organise and present at Estate Planning Seminar for client acquisition.
  • St. James’S Place Wealth Management
    Financial Adviser
    St. James’S Place Wealth Management Dec 2013 - Nov 2015
    Alton
  • Natwest Bank
    Specialist Financial Advice Manager
    Natwest Bank Jan 2013 - Dec 2013
  • Natwest
    Senior Financial Planning Manager
    Natwest Jun 2006 - Dec 2012
  • Bits
    Business Trainer
    Bits 2003 - 2006
  • Bradford & Bingley
    Ifa
    Bradford & Bingley Jun 1999 - Dec 2001
    Reading, United Kingdom
  • General Accident Insurance Company (Ja.) Limited
    Financial Adviser
    General Accident Insurance Company (Ja.) Limited 1993 - 1997

Jonathan Harris Dip Pfs Skills

Income Protection Strategic Financial Planning Relationship Management Pensions Finance Investments Wealth Management Financial Services Financial Risk Portfolio Management Investment Advisory Retirement Planning Banking Financial Planning Private Banking Financial Advisory

Jonathan Harris Dip Pfs Education Details

  • Calthorpe Park School
    Calthorpe Park School

Frequently Asked Questions about Jonathan Harris Dip Pfs

What company does Jonathan Harris Dip Pfs work for?

Jonathan Harris Dip Pfs works for Webster Associates Ltd

What is Jonathan Harris Dip Pfs's role at the current company?

Jonathan Harris Dip Pfs's current role is Senior Financial Adviser at Webster Associates Ltd - Principal Partner Practice of St. James’s Place.

What schools did Jonathan Harris Dip Pfs attend?

Jonathan Harris Dip Pfs attended Calthorpe Park School.

What skills is Jonathan Harris Dip Pfs known for?

Jonathan Harris Dip Pfs has skills like Income Protection, Strategic Financial Planning, Relationship Management, Pensions, Finance, Investments, Wealth Management, Financial Services, Financial Risk, Portfolio Management, Investment Advisory, Retirement Planning.

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