Jonathan Ace
Financial Planner

0203 437 1302

16 St Clare Street
London
EC3N 1LQ

Expertise

Jonathan began his career in 2005 working for a small Independent Financial Advisory practice.  He became an adviser in 2014 having worked within a technical support capacity for many years. He works from a holistic advice perspective, taking into account all aspects of a client’s objectives, in order to work together to create a financial plan.

Jonathan’s work is predominantly with private individual clients and small to medium sized businesses.

Professional Qualifications

  • BSc Mathematics
  • CII Diploma in Regulated Financial Planning (DipPFS)

    - AF3 Advanced Pension Planning

Service Areas

  • Holistic Strategic Financial Planning
  • Bespoke Retirement Planning including Lifetime and Annual Allowance Advice
  • Personal Tax Planning
  • Employee Benefits Advice

Personal

Jonathan enjoys collecting records and runs an amateur cricket team in South London.

kangaroos-pensive