Financial Adviser DipPFS in Mill Hill, London
Before moving into financial advice, I spent a decade helping companies find the right office space so they could grow and achieve their goals. Today, as a financial adviser with Quilter, based in North London, I combine that practical experience with a genuine passion for helping people make sense of their finances. My focus is on understanding your situation, clarifying your goals, and helping you take confident steps toward a secure financial future, whether that’s planning for retirement, growing wealth, or protecting what matters most.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Mill Hill
London
United Kingdom
Jonathan is located in Mill Hill, London and offers expert financial advice to suit your needs.
Before becoming a financial adviser, I spent ten years working in commercial property, helping companies find the right office space to support their growth and ambitions. That experience taught me the importance of strategy, practical planning, and understanding individual needs, skills I now bring to my work with clients.
As a financial adviser with Quilter, I focus on helping people make informed decisions about their finances in a way that’s clear and achievable. I work with clients to understand their current situation, clarify what matters most to them, and develop practical plans that help them feel confident about the future. Whether it’s planning for retirement, managing property or business wealth, protecting your family, or preparing for life’s unexpected events, my aim is always to make the process straightforward and tailored to you.
I aim to be approachable and attentive, taking the time to listen and understand what matters most to each client. I explain financial concepts in easy to understand terms and focus on solutions that genuinely fit your life and goals, ensuring that advice feels practical, realistic, and meaningful.
Outside of work, I’m a father of three boys, an avid football fan, and over the past year I’ve discovered a real passion for padel. I enjoy spending quality time with my family and engaging in activities that challenge me and keep me active. I bring the same energy and focus to my work, helping clients feel confident, informed, and supported in shaping a financial future that’s right for them.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 12 November 2025.
