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.

An adviser’s SPS must be renewed annually. We can provide you with a copy of Jonathan’s SPS on request.


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


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