Managing Director & Independent Financial Adviser

Jonathan Creasey

Jonathan Creasey

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.

Loves

My family
People looking happy and uncontrollable laughter
Helping people
The exhilaration of intense exercise
Fast cars
Travel
Dreaming
Eating out

Loathes

Selfish people
Rudeness
Lack of appreciation of life
Laziness
Garlic
Electronics going wrong
People that don’t listen and never let you finish a sentence

Jonathan Creasey

What do our clients say?

  • We found the presentation very informative and helpful and with the slides of the capital charts you have now provided I feel we can look to the future with some confidence and certainty. Please convey our appreciation to Jon for taking the time to explain how our future might look based on the information we have provided. As you say there are many variables in financial planning but at least we now have a good starting point and a basis for future reviews as and when they become necessary. We like the team approach you adopt for advising clients and your willingness to provide options for consideration at all times. We look forward to a long and successful relationship with you all.

    Mrs & Mrs H, Wallingford

  • From a business point of view I always feel that you have thought through all the options and thoroughly considered the alternatives before you present them to the client. You give the impression that you have looked at the big picture and put the particular need of your client in context. You understand the overview but always are concerned about attention to detail. You are confident, articulate and apply reasoned, intelligent arguments to explain your case or position.

    Mrs L, Southampton

  • You have the ability to approach everything with confidence, energy & in a very professional manner, being thorough and attention to detail is a strength that is very important to you. You hold trusting relationships with your clients & ensure they receive the best possible service at all times.

    Mrs K, Fareham.

  • We have used Jon's financial expertise since selling our business in 2002. Undoubtedly, this has alleviated anxieties regarding taxation, inland revenue notifications and answers to any problematical questions that may have arisen. The cash flow forecasting he does is a reassuring tool ensuring funds for a smooth retirement. The team Jon has grown and evolved around Jon since we have known him and this has only enhanced the business to ensure a seamless client experience.

    Mrs S, Hampshire.

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