Based on-site at Mamhilad, Jonathan Parfitt DipPFS is an Associate Partner of St. James’s Place, a FTSE100 company with a network of over 4760 qualified expert advisers.
With a diploma in financial planning, Jonathan began his career working with Halifax Bank, progressing to senior financial adviser and area manager. He then joined Lloyds Bank as a wealth manager before establishing Parfitt Financial Planning Ltd in 2012. The company moved to Mamhilad in November 2022 from the former Globe Hotel on Crane Street, Pontypool.
Providing a range of face-to-face wealth management services including retirement planning, investment planning, long-term insurance cover, mortgage advice and equity release, Jonathan is currently working with over 300 clients throughout the UK.
Jonathan said: “Mamhilad is a great base for us. It’s local and has good transport links which is an important factor for me. I also really enjoy the working environment and being part of the business community here which is why I would like to offer all new and existing clients the opportunity of a no obligation financial review. We’re here and happy to help anyone looking for financial advice.”
Call 01495 760001 or click here to find out more.
Parfitt Financial Planning Limited 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.