Jonathan Malpass Email & Phone Number

I am an Independent Financial Adviser (IFA) who holds the Chartered Insurance Institute's (CII) Level 4 Diploma of Financial Planning and Level 3 Certificate in Mortgage Advice. I set up Adswood Finance in 2020 to provide fully independent financial advice that is specific to each individual client. Through Adswood Finance, I will provide completely independent financial advice to a wide range of individuals and families. I will always ensure that clients can see the benefits of receiving independent financial advice.Prior to starting Adswood Finance I had built up 30 years’ experience working in financial services. I spent five years in paraplanning roles, financial advisers and gaining experience in all aspects of the financial advice process. Prior to this I had four years in roles that provided compliance support to financial advisers. Earlier in my career I built up extensive experience through a number of roles with a major financial services product provider.

Listed skills include Compliance, Pensions, Microsoft Excel, Financial Services, and 19 others.