Jonathon Williams

Independent Financial Adviser

I obtained the Diploma for Financial Advisers with Distinction from the London Institute of Banking and Finance, and now have 11 years of experience in the financial services industry.

I specialise in bespoke face-to-face financial advice, and pride myself on my commitment to the highest level of ongoing advice. My areas of focus include but aren’t limited to: retirement planning, investment planning, tax mitigation strategies, financial protection, and corporate-specific advice such as director or employee benefits.

In my spare time, I’m a keen sports enthusiast. I used to enjoy the physicality of rugby, football and boxing until the body started taking weeks to recover. I now prefer the slow pace of golf, but please don’t ask me my handicap.

If not golfing, you can find me trying new restaurants and food experiences. FREE FINANCIAL ADVICE – you can never waste money on good food!

Qualifications

DipFA Diploma for Financial Advisers

The diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.

 

CeMAP Certificate in Mortgage Advice and Practice

The industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.

Likes

  • Summer
  • The first holiday of the year
  • Sports
  • Builder’s tea
  • Man Utd

Dislikes

  • Winter
  • Noisy eaters
  • Gary Barlow
  • Coffee
  • Liverpool FC

In the spotlight

On an ideal weekend, you can find me

On the golf course in the morning, followed by a steak dinner in the evening.

My favourite holiday destination is

Anywhere in Italy.

My favourite song to play in the car is

‘California Love’ by 2Pac featuring Dr Dre, or ‘Bat Out Of Hell’ by Meat Loaf.

The first album I bought was

All Killer No Filler, Sum 41.

If I could be any fictional character, I would be

Harvey Specter

If I could turn any activity into an Olympic sport, I would win a medal in

Finishing everyone’s leftovers.

When the dessert menu arrives, I’m looking for

Brownie with ice cream.

The three qualities that draw me to new people are

Outgoing, not too serious, not too loud.

My pet peeve is

People chewing food with their mouths open.

The best gift I’ve ever received is

A signed picture frame from the entire “Class of ’92”.

The three people at my dream dinner party would be

Sean Lock, Peter Kay, George Best.

The three small things that make my day better are

A sunny morning, a good gym workout, and meeting a new dog.

Three things I haven’t done so far include

Seen Wales win the World Cup, got a hole in one, watched the Northern Lights.

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Beesure Limited is authorised and regulated by the Financial Conduct Authority no. 832417.
Beesure Limited is a company registered in England and Wales. Company number: 10551333.
Registered office address: Ground Floor, Rowan House, Hazell Drive, Newport, NP10 8FY.

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