Jonathan Farnill
Financial Adviser with True Potential
With over 25 years of experience in the financial services industry, I am committed to providing clear, straightforward advice tailored to each client's unique circumstances. My approach is to make complex financial matters easy to understand, ensuring my clients feel confident and informed every step of the way.
I specialise in retirement planning, helping clients navigate the transition from working life to financial independence, as well as inheritance tax planning, offering strategies to preserve wealth and secure legacies for future generations. My extensive expertise and personalised approach allow me to deliver solutions to meet my clients' goals and aspirations...
I take pride in building long-lasting relationships based on trust and transparency, and I am always happy to provide testimonials or endorsements from satisfied clients upon request. Whether you’re planning for retirement, protecting assets, or seeking tax-efficient strategies, I’m here to help you achieve financial peace of mind.
- Dip PFS - PERSONAL FINANCE SOCIETY - 01/11/2005
- Level 3 securities - Securities Institute - 15/03/2004
- Bachelor of Arts - Finance & Economics - University of Lincoln - 01/06/2003
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
