Jonathan Hunt Dip PFS, Independent Financial Adviser at Expert Financial Solutions

Jonathan Hunt, independent financial adviser with Expert Financial Solutions, based in Witney, Oxford, Oxfordshire
Jonathan is a professionally qualified and experienced independent financial adviser specialising in all aspects of retirement planning and corporate work. He is experienced in dealing with small to medium sized businesses and providing advice to shareholding directors on a range of employee benefit packages to suit individual company needs.

Work history:

Graduated from Exeter University in July 1991.
September 1991 – March 1998 worked for a major pension’s provider, with the last two years dealing with Corporate Independent Financial Advisers.

April 1998 - September 2004 – Senior Consultant for a regional IFA firm advising both individual and corporate clients on all aspects of financial planning. The appointed pensions specialist.

On 2nd February 2004 appointed Director of Expert Financial Solutions Ltd.

Professional Qualifications:

BA (Hons)
FPC parts 1, 2 and 3
AFPC Taxation & Trusts (G10)
AFPC Pensions (G60)
AFPC Mortgages (CeMap)
AFPC Savings & Investments (SV1)
CF9 Pensions Simplification Update Programme
CF7 Lifetime Mortgage Activities
HR1 Home Reversion Plans

Jonathan has now attained the ‘Certificate in Equity Release’

Jonathan is a Member of The Personal Finance Society.

Expert Financial Solutions Ltd are independent financial advisers (IFA) / financial planners based in Witney, Oxfordshire. We serve the local community in and around Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. We specialise in pensions, retirement planning, pension annuities, investments including PEP, ISA, OEIC, unit trusts and investment bonds, and inheritance tax (IHT) mitigation and trust investment. One of our advisers is a Chartered Financial Planner and we are proud of having Oxfordshire's only Resolution qualified and accredited IFA for pensions on divorce.