Jonathan Creasey has been a successful Financial Adviser since 1991, when he established his own practice. In 2002, he became an Independent Financial Adviser and joined a national IFA firm that specialised in business consultancy and tax planning to expand his knowledge and expertise and therefore provide a more comprehensive service to his private and corporate clients. In 2004, he returned to run his own business and is now actively involved in two principal businesses: First Chapter Consultancy Limited and Beaufort Financial Planning (South West) Limited.
Jonathan is a certified NLP (Neuro-Linguistic Programming) Practitioner, which he attained to maximise communications with his clients. His strengths include strategic planning and development, problem-solving, creative thinking and communication skills.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Jonathan’s entry on the FCA Register by clicking here
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser. Please ask to see a copy of Jonathan’s SPS, which is available on request.
People looking happy and uncontrollable laughter
The exhilaration of intense exercise
Lack of appreciation of life
Electronics going wrong
People that don’t listen and never let you finish a sentence