Jonathan Holmes 

Job Title: Independent Financial Adviser


Tel: 07714 265497

Qualifications: DipPFS
Location: Yorkshire area
Specialisms: Retirement planning, pensions, investments

Jonathan Holmes is a Financial Adviser, who has worked in the financial services industry for over 30 years. He has a particular specialism in helping people in their 50s or 60s with retirement planning, offering thoughtful and tailored pension advice for all circumstances.

Based in West Yorkshire, he works with local people all around the Riding, as well as those further afield. With his vast experience and hard-earned reputation, Jonathan’s clients are generally returners or come from referrals. He holds a Diploma in Personal Financial Planning and prides himself on his professional and friendly approach to advising.

Jonathan is passionate about helping people with later-life planning and ensuring his clients are well positioned to make the most of their retirement. He also has abundant experience offering wider investment advice, as well as advising on all aspects of protection and insurance. With the backing of national firm Tenet Financial Services, Jonathan has the knowledge and experience to cater to your every financial need.

Outside of work, Jonathan is a regular early morning gym user and fitness enthusiast. For help getting your finances into shape, get in touch by emailing or call 07714 265497.

Jonathan can help you with:

  • Retirement planning
  • Pension plans
  • Investment advice
  • Life insurance
  • Income protection

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.


Download our guides: 

Retirement Planning Guide

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Investing in times of Uncertainty

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Pensions Guide

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If you have an investment enquiry, please complete and submit the form below and Jonathan will be in touch.

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