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 chartered financial planners and independent financial advisers IFA financial planners based in Witney, Oxford, Oxfordshire. We provide independent financial advice, pension advice, investment advice, retirement advice, annuity advice, SIPP advice pension drawdown advice, pension transfer advice, wealth management and pensions on divorce advice in Oxford, Oxfordshire, Gloucestershire, Buckinghamshire, Wiltshire and Berkshire, Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. Pension specialists, retirement planning specialists, pension transfer specialists, pension annuities, specialist pension advisers, investment advisers, and inheritance tax IHT mitigation and trust investment. Chartered Financial Planner. Oxfordshire's only Resolution qualified and Resolution accredited IFA for pensions on divorce and financial neutral for collaborative divorce.