Jonathan Cleworth

Financial Planner

T: 01582 720511

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Jonathan joined Wealth Matters in September 2010. In less than 18 months, Jonathan attained the CF30 function from the FSA and also sat and passed six diploma-level, Chartered Insurance Institute exams which resulted in him being awarded the Diploma in Regulated Financial Planning in February 2012.

With so many recent changes to legislation in finance, especially in the field of pensions, Jonathan benefits from understanding these changes. He enjoys keeping his knowledge right up to the minute. Together with advising clients, Jonathan also assists the Directors with research for the in-house investment system (WRAPS) team.

On a personal note, his interests include: football, cricket, travelling and music (he's a drummer, guitarist and pianist!).

I am delighted to begin my working career at a well-established company like Wealth Matters. I enjoy meeting new clients, giving advice and helping people achieve financial independence. It has been hard work sitting and passing so many exams in the last year, but now I can say that my knowledge is right up to speed so I can be confident giving solid, accurate advice.”

Jonathan’s financial qualifications

February 2012: awarded Diploma in Regulated Financial Planning - use of Dip PFS after name
August 2011: CF30 - Qualified to give financial advice
July 2011: passed R04 - Pensions and Retirement Planning
June 2011: passed R03 - Personal Taxation
March 2011: passed R02 - Investment Principles & Risk
January 2011: passed R05 - Financial Protection
November 2010: passed R01 - Financial Services, Rules & Ethics
May 2009: BA (Hons) Accounting and Finance