Jonathan Smith (Chalk Farm Financial Planning)

Jonathan Smith
Chalk Farm Financial Planning


4N membership number: 139162

01760339933
Location: King's Lynn

     


My Stats
Last online
15th Jan 2018
Member since
26th Jul 2016
Number of views
88
Number of posts
Number of testimonials
Meetings attended
56
What I Do
  • Financial Advice
  • Inheritance Tax Planning
  • Investment Planning
  • Pensions and Retirement Planning
  • Life Assurance & Critical Illness
My Favourite Links
N/A
My Company Information

At Chalk Farm Financial Planning, I provide bespoke financial advice to individuals and business owners in and around East Anglia tailored to your unique circumstances helping you to achieve your financial goals.
 

About Jonathan Smith

Based in Norfolk, I provide financial advice to clients within East Anglia and the surrounding area.

Prior to establishing Chalk Farm Financial Planning I had 14 years working in financial services with the last 10 of those years providing financial advice. The majority of my financial advice career was spent at major high street banks where I gained specialist knowledge around supporting clients with their retirement planning, investment planning, protection planning and inheritance tax planning needs.

Alongside working with individuals I also have specialist knowledge around financial planning for businesses having provided advice in this area for the last 10 years.

I also have a deep understanding of the financial planning issues faced by agriculture having worked as a specialist in this specific area supporting clients with succession planning, risk mitigation and inheritance tax planning.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, this, along with the pride and dedication that I place on developing long term relationships, ensures that I am able to offer a bespoke and professional relationship based approach to working with my clients.

I am married to Kylie and have two children, Arielle and Elijah and a Border Collie called Merlin. Kylie and I enjoy spending time as a family with our 2 children and enjoy holidays in the UK, particularly walking in the Lake District. I also enjoy Clay Shooting and spending time on the small family farm where we live.

Chalk Farm Financial Planning represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s
website www.sjp.co.uk/products