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Jonathan Stevens, BSc (Hons) FPFS LLAA
Chartered Financial Planner
496 followers
Kingswood, England, United Kingdom
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About me
Chartered Financial Planner I Financial Planning Director
Education
Backwell School
1984 - 1991
Coventry University
1991 - 1994Bachelor of Science (BSc Hons) Applied Chemistry
Experience
Close Brothers
Jun 2012 - Oct 2018Chartered Financial Planner
Aspira Corporate Solutions Limited
Oct 2018 - Jan 2020Chartered Financial Planner
Hartsfield Financial Services Limited
Jan 2020 - Aug 2020Chartered Financial Planner
Centurion Chartered Financial Planners
Aug 2020 - nowChartered Financial Planner
Licenses & Certifications
Fellow of the Personal Finance Society
Personal Finance SocietyJan 2016
Later Life Accredited Advisor
Society of Later Life AdvisersJun 2014
Chartered Financial Planner
Chartered Insurance InstituteDec 2015
Languages
- enEnglish
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