Jonathan Eatly
Certified Financial Planner, Chartered ALIBF
Having spent all of his working life working in the financial services industry, Jonathan has developed a passion in helping people plan and achieve their life dreams..
About
Spending the last 11 years working with Private and Commercial clients across the UK Jonathan has an in depth knowledge of all aspects of financial planning but is known for his specialism in the area of tax planning including inheritance tax planning and tax efficient investment planning.
Jonathan is a key member of several business groups and is the current partnered Financial Adviser with Carmarthen Golf Club and their members.
Outside of work Jonathan has a passion for sports, after retiring from his amateur rugby career, Jonathan has moved into coaching and is currently coaching his son's junior team and has recently been appointed as an assistant coach with a local senior team.
Jonathan is a devoted father of 3 and enjoys spending his free time with his wife and son's.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
