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Meet the Team - Jonathan Chorley

January 24th 2020 – Written by Jonathan Chorley

Meet the Team 

Jonathan Chorley, Financial Adviser, is in this week's 'Meet the Team' feature.

Since joining Financial Planning Wales (FPW) in 2007 Jonathan has developed into an extremely capable Independent Financial Adviser who is integral to the smooth running of our business model. Achieving Chartered Status with the CISI Jonathan has an excellent understanding of the importance of “joined up” Investment and Financial planning. With a young family of his own Jonathan has a great understanding of the financial dilemmas of modern life.

Outside of the office, Jonathan enjoys spending time with his young children - four year old Bill and one year old twins Fred and Betsy. Jon is a keen sportsman and is looking forward to returning to the cricket pitch when his children are a little older.

We asked Jonathan a few questions regarding financial planning and his time at Financial Planning Wales -

How has your position changed since joining FPW?

(Jonathan) - I joined FPW in June 2007 as an Administrator. During my time with the Firm I have received ongoing support from Alan and Andrew allowing me to progress to Paraplanner and subsequently Financial Adviser in 2013. I achieved Chartered Member Status with the Chartered Institute of Securities and Investment (CISI) in September 2015.
Alan and Andrew’s support has been essential in developing my understanding of not only the technical aspects of financial planning and investment advice, but also the importance of maintaining the high moral standards of the Firm and building relationships with clients.

Where do you see yourself in 5 years' time?

(Jonathan) - My immediate goal is to achieve Chartered Financial Planner status, which should hopefully be within the next 12 months. Over the longer term, all being well, I will continue to develop my understanding of the various components of financial planning, offering greater value to clients and the Firm.

What role can an IFA play in providing advice for younger generations?

(Jonathan) - There are many aspects through which an IFA can assist younger generations – whether it be providing protection advice or identifying whether to increase pension contributions or make ISA contributions.
In some circumstances the cost of advice may appear prohibitive to those beginning their financial journey, however I would certainly suggest reaching out to an IFA as they may be able to identify a low cost solution that is appropriate.

In one sentence, what would you change about the financial advice industry?

(Jonathan) - The growing costs of regulation need to be addressed and a more even handed solution created; the reduction in ongoing regulatory costs could be passed on to the consumer and make affordable advice available to those who would like it.

If you would like to speak to Jonathan regarding any aspects of financial advice or investment please do not hesitate to contact us.

EST. 1999