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Jonathan Parfitt

DipPFS
I would like to offer all new and existing clients the opportunity to review your financial aims and aspirations at a time convenient to you.

About

I have had a successful career within the financial services sector for the past 19 years.

I began my career working with Halifax Bank and progressed to being a Senior Financial Adviser and Area Manager with them. More recently I have been working with Lloyds Bank as a Wealth Manager. As you can see I began with one of the UK’s largest companies during which time I rose to become a highly respected consultant.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Other Specialist Services
Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 06/06/2022

The Partner Practice 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.

Parfitt Financial Planning Limited is registered in England and Wales, Number 09166138. Registered Office: 21 Hanbury Grove, Gwent, Pontypool, NP4 6FD.