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 email@example.com or call 07714 265497.
Jonathan can help you with:
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.
If you have an investment enquiry, please complete and submit the form below and Jonathan will be in touch.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
Set by Google to distinguish users.
Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.