Jonathan Hailey

I'm a Chartered Financial Planner at True Potential Wealth Management with a genuine passion for helping people make confident, informed financial decisions. My career in financial services began in 1991, and over the decades, I’ve worked with a wide range of clients, helping them navigate changing legislation, evolving markets, and the milestones that shape their lives.

For 15 years, I was a Partner at Devereaux Montague LLP, where I developed deep, long-term client relationships and built a reputation for providing thoughtful, personalised advice...

I later joined True Potential Wealth Management, drawn to its dynamic, client-focused ethos and innovative technology — tools that help me deliver responsive, modern solutions tailored to individual needs.

In my early 40s, I achieved Chartered status through the Chartered Insurance Institute — a distinction that reflects not only technical expertise, but also a strong ethical foundation and a commitment to continual professional growth. It’s something I take real pride in, as it underpins the way I work and the trust my clients place in me.

I provide advice on a range of areas, including tax-efficient investing, pension planning, and intergenerational wealth structuring. I work closely with clients to ensure their investments are structured in a way that makes the most of available allowances and reliefs — whether it’s through ISAs, pensions, or more complex tax wrappers — always aligned with their personal goals and long-term plans.

Clients value my clear, down-to-earth style and the personal attention I bring to every conversation — whether they’re planning for retirement, passing on wealth, or simply seeking the reassurance that they’re on the right track.

Outside of work, I enjoy staying active through cycling, heading out to concerts or the theatre, reading, and spending time with friends, family, and my dog — a welcome balance to a busy professional life.

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