Jonathan Phipps

About me:

Job Title: Financial Planner and Mortgage & Protection Adviser

What I do: I help our clients to think through their financial goals and dreams and to explore what their journey could like. As a financial planner I have the privileged position of seeing many of these dreams come to fruition as a result of the planning journey we have been on. I also help look after the compliance function for the company making sure we are operating to the requirements set out but also maintaining our family company feel.

Brief Background: I am married with 3 children. I have spent most of my career in service industries starting in catering and then moving into estate agency. I enjoy travelling and even met my wife while on a church trip to Mongolia.

Favourite part of my Job: Getting to know new people and understanding what they are looking to achieve and then helping them fulfill that.

Outside Work: Trying to keep fit, mostly running and cycling and getting involved with our church. If I'm not doing that I'm probably eating with a gourmet burger right up the list!

Secret Skill: I got to grade 2 in piano and gave up because it was too difficult to manage alongside my middle school homework.

Childhero Hero: I think it was Teddy Sheringham at Spurs.

First Concert: I think it was Oasis at the old Wembley. It was an incredible experience.

Our Approach

Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps


We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.


Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its’ parts.


Life never stands still for long. The best financial plans are designed to enable you to put alternative scenarios in place so that your long-term strategy can be altered and fixed. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.

We’re here for the whole journey

We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals. We’re here for the whole journey. All good relationships require continual feedback and input.  Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.

Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.