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
J10 - Discretionary Investment Management
Certificate in Mortgage Advice