Chartered Financial Planner

Jonathan Kinch

About me

I am a Chartered financial planner and a Fellow of the Personal Finance Society and I have been at the firm for over 15 years, giving advice to individuals and companies on a range of matters involving pensions and investments.

I deal with high net worth individuals on various aspects of their financial planning needs while I also work with a large number of firms, assisting with running their auto enrolment pension schemes and other company benefits.

My aim is to help people make the most of their time and hard earned money, especially during this on-going period of economic uncertainty, by putting in place strategic planning solutions tailored to their personal requirements.

I am a pension transfer specialist and deal with all aspects of pension advice (individual and corporate schemes), investments (i.e. ISAs, EISs, VCTs, Bonds) and protection plans such as life and critical illness cover. I can also assist with inheritance tax (IHT) and capital gains tax (CGT) planning.

Jonathan Kinch has attained Chartered status which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more