Jonathan Rowley
Owner Director - Chartered Independent Financial Planner & Solla Accredited Later Life Adviser @Hamnett Wealth Management
Sheffield, GB
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2002 — Present
Owner Director - Chartered Independent Financial Planner & Solla Accredited Later Life Adviser @Hamnett Wealth Management
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Sheffield, GB
Owner of Wealth Management business based in South Yorkshire. Specialise in advising Personal and Corporate clients on all areas of planning. Main areas are: Investment and tax advice. Retirement planning and employee benefits. Succession planning, MBO\'s, MBI\'s, Grant advisory.
SKILLS
Wealth ManagementLong-Term CareInvestment AdvisoryPersonal FinanceFinanceIndependent Financial AdviceFixed AnnuitiesIncome TaxPersonal InjuryWillsTaxWealth Management ServicesSuccession PlanningAsset AllocationPower of AttorneySavingsFinancial AdviceRetirement SavingsIncome ProtectionEmployee BenefitsInvestment StrategiesFundingPension FundsInvestment ManagementPensionsSippCorporate FinanceFinancial PlanningHigh Net Worth IndividualsBusiness PlanningDivorce PlanningTax AdvisorySmall BusinessHolistic Financial PlanningRetirement PlanningBusiness StrategyTrustsCritical IllnessEstate PlanningPlanning
ABOUT JONATHAN ROWLEY
I am a Chartered Independent Financial Planner and SOLLA Accredited Later Life Adviser…
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