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Jonathan Young

Chartered Financial Planner

Jonathan Young

Edinburgh Office,
T: 07929842142
E: Jonathan.Young@jcwealth.co.uk
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Jonathan Young is both a Chartered Financial Planner and a Fellow of the Personal Finance Society, putting him amongst the highest qualified financial planners in the U.K.

He advises in all areas of financial planning, including pre and post retirement planning, protection solutions and employer advice. He is also a strong proponent of cashflow modelling and putting the story of your financial plan at the heart of any solution.

He has worked within the wealth management sector since 2016, moving from a background in both administration and legislative oversight of defined benefit pensions.

Sector Experience

  • Wealth Management
  • Pre and Post Retirement Planning
  • Cashflow Modelling
  • Inheritance Tax mitigation
  • Personal and Business Protection
  • Employer Advice

Expertise

Qualifications

  • Fellow of the Personal Finance Society
  • Advanced Diploma in Financial Planning
  • Diploma in Regulated Financial Planning
  • Certificate in Pension Transfer Advice
  • Certificate in Equity Release
  • Certificate in Discretionary Investment Management
  • Certificate in Pensions Calculations

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