Jonty Parfitt

Trainee Financial Adviser and Office Support

 

 

Jonty has been with Strategic Solutions since 2018, working closely with James Oliver. He provides office support and paraplanning assistance for James.

 

Jonty is working towards attaining the Diploma in Financial Planning, with his end goal of becoming an Independent Financial Adviser. In his spare time, Jonty enjoys playing and watching golf and cricket.

 

He is a member of the Personal Finance Society (PFS) and holds the following qualifications:

 

RO1 - Financial Services, Regulation & Ethics

R02 - Investment Principals and Risk

RO5 – Financial Protection

CF1 - UK Financial services, regulation & ethics.

CF6 - Mortgage Advice

Certificate in Mortgage Advice

Contact Jonty today