Jonathan Hunt

Director & Chartered Financial Planner

View Jonathan’s professional achievements

Professionally

Jonathan has almost 30 years’ experience in the financial services profession. He worked with both a major life company and a local financial planning firm, before setting up Expert Wealth Management in 2004. His focus is on providing a financial planning experience that concentrates on the individual and the dreams they have, and developing a plan that helps them to achieve what’s most important. 

When it comes to his clients, Jonathan loves working with people who are going through the life-changing events of approaching and transitioning into retirement, helping them get the most out of life and continue to live an enriched life going forwards. He also specialises in working with business owners, helping them integrate their personal planning with that of their own businesses.

Personally

Jonathan loves to travel all around the world with his wife Nancy, especially to discover the true culture of the place they are visiting. They spend a fair amount of time in Kenya, Nancy’s native home, where they set up a registered charity called – The Nasio Trust. This aims to end the cycle of poverty by building sustainable communities through the provision of Education, Healthcare and Farming Support.

Jonathan also loves being in the mountains; whether it is walking, climbing or touring. He has combined his love of mountains and the charity, by leading 10 fundraising trips to Kilimanjaro raising more than £500,000.

Reviews and Ratings for Financial adviser Jonathan Hunt, Oxford

Jonathan comes highly rated on VouchedFor, and has been awarded their Certificate of Excellence.

Spotlight questions

My favourite holiday destination is:

Anywhere there is sun and adventure together

On an ideal weekend you can find me:

On top of a mountain somewhere

The best gift I ever received is:

Skydiving for my 40th

When the dessert menu arrives, I’m looking for:

Anything with chocolate (especially if salted caramel is included)

The three qualities that draw me to new people are:

Humble, kind and inspirational.

If I could be any fictional character, I would be:

My name sake Ethan Hunt (Mission Impossible) - it seems like he can climb anything he wants!

My pet peeve is:

Someone wearing a hat while trying to go through an electronic passport gate

The three small things that make my day better are:

Fresh coffee, exercise, being outside

My proudest moment as a Financial Planner was:

Working with a client who was struggling as a result of being released from a board position by a new chief executive. Helping them navigate retirement, to a place where they are today living a completely fulfilled life. They now say it was the best thing that ever happened to them.

Importantly

We think it’s important to verify any credentials before working with a financial planner. You can view Jonathan’s credentials below. 

Hear from our clients

Read what some of our clients have to say about their experience of working with Expert Wealth.

Over the years Jonathan has helped us in several ways financially, but also the wider aspects of navigating and planning our lives as a family. This is a long term relationship which has been really fruitful, and taken away many of the anxieties of securing financial security whilst getting older, something incredibly valuable in the current climate.
David Crowe
Jonathan, Dom and the team have created an appealing ethos around Expert Wealth Management. More importantly they have lived up to it - both in their professional conduct and in terms of financial returns for clients. In both calm and choppy waters on the investment front, one senses that EWM and their clients are 'in it together', which is a source of comfort and confidence.
Graham & Liz
For people who have little knowledge of investment strategies, Dominic’s reassurance and guidance, particularly at times of market instability, has proved accurate, reliable and confidence-building. We believe we owe our comfortable retirement in no small measure to the Expert Wealth Management team.
David & Yvonne
During the annual review Jonathan takes the time to ask if there are any changes in my circumstances, he closely listens and adjusts the investments accordingly if needed. At all times I have found Jonathan Hunt and his excellent team to have a high work ethic, are courteous and always professional. I am certainly a satisfied client.
Patricia
Jonathan helped us to paint a picture of how our future could look, combining our wish to be able to enjoy our interests with the stability of a secure income. He assessed our attitudes to money and used these to plan a portfolio. We liked the fact that Jonathan developed a strategy centred around us rather than simply from a bundle of financial products from the market.
Phil & Sue
Jonathan has given good advice on all aspects of finance including returns, pensions, trust funds and long-term security. Additionally, most valuable advice for my family in taxation such as for military service personnel. From the outset EWM provided a complete advice and management service that gave me peace of mind and confidence that all my financial matters were in safe hands.
Dr Michael L Browne
What I love about Dominic’s approach is that he treats money as a means to an end, not as an end in itself: he carefully helped me to work out what my priorities are, what I want out of life and what income I need, and when, in order to achieve those ends. Frankly, I don’t understand finance and it terrifies me: Dominic has given me good, reliable advice (in plain English!) and I trust his guidance.
Jan Penrose
I liked Dom straight away - thorough, straight-talking, consistent but also, critically for me, human. He sees beyond the numbers into people’s lives - understands that life needs to be lived in the present as much as we need to have an eye on saving for the future. Most importantly, he understands me and my life goals, and shapes his advice to suit my needs rather than around his agenda.
Sally Emslie
The clear explanation of options, future projections and regular reviews have continued to give me confidence that I had made the right choice to move my pension. Dom has been a constant presence throughout and has continued providing guidance including how to invest an inheritance. Dom and the team at Expert Wealth have been an oasis of calm in the turbulent world of financial investment.
Sarah E
Dom Spalding was personally commended to us. All the family are signed up with EWM now. We’ve enjoyed a good, personal rapport, felt totally at ease in our trust, and at the same time been given a real sense and understanding of the way our money can work for us into the future. We are very grateful to the whole team at EWM who are, in these times, internet-ready, at any time, to look after our issues and help us fulfil our objectives.
David

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West Wing, The Old Dairy,
High Cogges Farm,
Witney, Oxfordshire,
OX29 6UN