Jonathan Powell DipFA

Financial Adviser

Location: Cowbridge, Wales

Qualification: DipFA

Specialisms: Investment, IHT & Trusts

Favourite Quote: The harder I work the luckier I become

About Me: Jonathan is diploma qualified with over 30 years in financial services. He loves simplifying complicated financial planning and how the careful use of trusts can protect savings and inheritances.  Jonathan has a firm belief that your money is yours first and last. Should you wish to pass on any assets to children then as much as possible should go to them and as little as possible to the tax man. Jonathan likes nothing more than meeting with clients (and their children) and agreeing a plan that has been carefully crafted for them and their family.

Jonathan is married to Ann and if not walking their two springers along the beautiful heritage coast he can often be found on the tennis courts.