Jonathan is the co-owner and Director of Pool House Advisers, and has been in the Financial Service Industry since the inception of the Financial Services Act in May 1988, working as an Independent Financial Adviser throughout.
He specialises in dealing with SME’s / Owner managed businesses advising on a range of taxation and technical issues including pension planning, wealth management and Inheritance Tax mitigation. He works closely with Accountants and Solicitors in providing a bespoke service to his clients.
Jonathan holds the Personal Finance Society’s J06 investment principles, markets and risk paper, as well as the Investment Management Certificate paper I. He is a member of the firm’s investment committee making key decisions in managing clients investments on their designated platform.
Jonathan has extensive knowledge of self-invested pension schemes (both SSAS and SIPP) having acted as a Pensioneer Trustee pre A-day (April 2006) and now also as a Professional Trustee and Adviser to clients with Small Self-Administered Schemes (SSAS) within Pool House Trustees. The business was heavily involved in the implementation of Memorandum 58, which is widely accepted as the HMRC guidance issued in 1979 that established SSAS as a recognised directors occupational pension scheme. Jonathan is a Director of Pool House Trustees Limited, which acts as an Administrator and Practitioner approved by HMRC.
Jonathan has the following qualifications:-
- Masters in Financial Planning and Business Management
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- G60 and AF3 – Pensions Specialist