Jonathan Hunt

CHARTERED FINANCIAL PLANNER

Jon is a highly qualified Chartered and Certified Financial Planner with over 30 years’ experience.  He 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.

Jon is married to Nancy with two children. Together they set up The Nasio Trust, a UK registered charity, which supports disadvantaged young people in Kenya and the UK. In his ‘spare’ time he is a mountain addict who has climbed Kilimanjaro six times, he loves running half marathons and sometimes gets a chance to fit in a round of golf or two.

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.”

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. Discover more here

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This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated. A.S. (London)

Expert Opinion…

The Pain & Pleasure of Diversification

Dominic, June 12th, 2019

It is human nature to look at an investment that has done particularly well and wish you had been invested in it. We all risk being dragged into ‘if only’ mind games: ‘If only I had put a £10,000 into Amazon in 2003, I’d be retired by now’.  ‘If only I had bought Bitcoin at £1…’. These thoughts are dangerous to investors, as this fear of missing out (FOMO) can tempt them into taking speculative risks, often based on a rear-view mirror perspective. Concentrated risks have concentrated outcomes, both good and bad.

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Enjoy yourself!

Jonathan, June 5th, 2019

The world of financial planning can be complex and technical. It's sometimes easy to lose sight of why having a financial plan is so important! We recently came across this amazing video of Doris Day, singing in the 1950's and felt it was an apt reminder of what we're trying to achieve in the Expert Wealth family. Have a look!

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From early July we’ll be recording all incoming calls

Dominic, June 4th, 2019

At Expert Wealth, we're always looking for ways to improve the standard of service we offer. We would like to inform you we will begin recording all incoming calls to Expert Wealth from the end of June 2019. This will allow us to monitor the quality of service we're offering on the phone, and give you all the same security you would have when you're meeting us face to face in the office.

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T: 01993 772467      E: advice@expertwealth.co.uk

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


Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you.  The FOS website is www.financial-ombudsman.org.uk.