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Jonathan Kinch

Chartered Financial Planner

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.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in



City of London, Greater London

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