Jonathan Hunt established his financial planning firm, Expert Wealth Management in Oxfordshire, together with his business partner Dominic Spalding in 2004. Since then they have been providing financial planning advice to clients around Oxfordshire and surrounding areas. They are determined to see financial planning delivered the right way.
Jonathan is a highly qualified Financial Planner with over 30 years' experience. Through many years of dedication to his profession Jonathan has obtained a Fellowship with Personal Finance Society. This is the highest level of qualification a Financial Planner can achieve and is only awarded to the few individuals who have gained advanced knowledge in Financial Planning through examination, shown the highest level of professionalism, integrity and ethical standing in the Financial Planning community.
Jonathan was one of the first Financial Planners in the Oxfordshire area to achieve the prestigious Chartered Financial Planning award. His company, Expert Wealth Management was the first financial planning firm in Oxfordshire to achieve the Chartered Financial Planning firms award. This requires each director to hold individual chartered status, all members of the firm to be registered with the Personal Finance Society and the firm is required to uphold the highest ethical and profession standards. Jonathan also holds the Certified Financial Planning (CFP®) award which requires an in-depth knowledge and experience in Financial Planning. This award is recognised around the world as a benchmark in financial Planning. In order to gain great grounding in the world of investment management Jonathan decided to embark on achieving the Investment Management Certificate (IMC®) and Level I of the Chartered Financial Analyst (CFA®). Passing both on his first attempt which is no mean feat. Each year over 50,000 candidates worldwide attempt CFA® Level I with only about 35% of them being successful.
Jonathan's mission is to bring clarity and meaning to the complex world of financial planning. To him this means helping clients understand the things that are most important to them in life, assisting them to create a vision for their future and facilitating the conversation that allows them to make key steps making their vision happen. The financial planning aspect of his work brings the vision and the finance together. Jonathan loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest.
To help become more effective in his mission, Jonathan studied with the Kinder Institute of Financial Life Planning, understanding and learning the skills required to help people achieve their dreams. Jonathan is a Registered Life Planner (RLP®) and has become a Master of Life Planning.
Jonathan says: "Financial Planning done right is not just about the money! The money is only something that helps us facilitate the dreams we have in life. We should chase our dreams first and the money second."
Outside financial planning Jonathan is married to Nancy and has two grown up children. Jonathan & Nancy together set up The Nasio Trust, a UK registered charity, which supports disadvantaged children young people in Kenya. Together they have taken the trust from humble beginnings looking after only 15 orphans, to now caring for nearly 400 children. This work means Jonathan has Africa in his heart and spends a good part of the year out in Kenya volunteering with the trust. In his free time Jonathan loves the outdoors, spending time climbing mountains, walking and cycling. He has climbed 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.