Jonathan Barlow

Director & Financial Planner

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Qualifications

  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Life & Pensions

Meet Jonathan

At work

Before joining PWS, Jonathan was the Sales Development Manager and Regional Pension Manager for Aviva.

Today, Jonathan is a Director and Financial Planner specialising in pension planning. He enjoys working with both individual and corporate clients; making a real difference to their lives and businesses.

At home

Outside work, Jonathan enjoys skiing and generally keeping fit.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Jonathan’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Jonathan’s.

Get in touch

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