Jonathan Hunt established his financial advisory firm, Expert Wealth Management in Oxfordshire, together with his business partner Dominic Spalding in 2004. Since then they have been providing financial advice to clients around Oxfordshire and surrounding areas. They are determined to see financial advice done properly.
As a highly qualified Financial Adviser with over 30 years' experience, Jonathan has obtained a Fellowship with Personal Finance Society. To achieve this Jonathan has gained advanced knowledge in financial advice through examination, shown the highest level of professionalism, integrity and ethical standing in the financial advisory world. Fellowship is the highest level of qualification a Financial Adviser can achieve.
Jonathan was one of the first financial advisers in Oxfordshire to achieve the Chartered Financial Planning award. Expert Wealth Management was also the first financial advisory firm in the area to achieve the Chartered Financial Planning firms award. This requires each financial adviser to achieve individual chartered status, all staff in the company to be a member of the Personal Finance Society and they are required to uphold the highest ethical and profession standards.
Jonathan has gained the Certified Financial Planning (CFP®) award which requires an in-depth knowledge and experience in financial advice. The CFP® is an international standard for financial advisers. Adding to his financial advice skills Jonathan has gained great understanding in the area of investment management. Jonathan is one of the very few financial advisers who have taken Investment Management Certificate (IMC®) and Level I of the Chartered Financial Analyst (CFA®). He passed both on the first attempt which is no easy task. Once a year over 50,000 candidates worldwide attempt CFA® Level I and only 35% of them are successful.
Jonathan's mission is to bring clarity and meaning to the complex world of financial advice. To him this means assisting clients understand the things that are most important to them in life, helping them to create a vision for their future and facilitating the conversation that allows them to make key steps to make their vision achievable. The financial advice part of this work combines the vision and the financial side of things in to a focused plan. Jonathan loves clients who are motivated to get the most out of life and feels his job is to support them achieve their dreams.
To improve his skills as a financial adviser Jonathan trained with the Kinder Institute of Financial Life Planning. Jonathan is a Registered Life Planner (RLP®) and has become a Master of Life Planning.
Jonathan says: "Financial advice done well does not just focus on the money! Investments and pensions are only something that helps us facilitate the vision we have in life. We should chase our vision first and the money second"
Jonathan has a busy life outside of financial advice community. He is married to Nancy and has two grown up children. Jonathan & Nancy are passionate about their work with the The Nasio Trust, a UK registered charity they set up to supports disadvantaged children young people in Africa. The trust has grown from humble beginnings looking after only 15 orphans, to now caring for nearly 400 children. This work means Jonathan spends a good part of the year out in Africa working with the trust. In his free time Jonathan loves the outdoor challenges, spending his time climbing mountains, walking and cycling. He has taken groups up Kilimanjaro six times raising over £100,000 for the children in Kenya.
Jon is co-founder of Expert Wealth Management, a boutique Chartered Financial Planning practice providing a highly personalised and independent financial advisory service to clients who are too busy doing the things they love, to spend time worrying about their complex financial planning needs. We help you to define, achieve and maintain lifelong financial security and peace of mind that provides you with the freedom to do the things you want to do and live a life with no regrets. As a result, you'll have the clarity and confidence to fulfil your goals and dreams.