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Jonathan Bertrand
Financial Planner
  Direct: 01883 332274
  Office: 01883 332261
  jonathan.bertrand@wingatefp.com

Jonathan is a Chartered Associate of the London Institute of Banking and Finance. Jonathan has recently joined Wingate Financial Planning; however, has been in the financial services profession since 2013. Having initially worked as an administrator and as a paraplanner, Jonathan understands the different disciplines, processes and high standards required within a financial planning environment and has transferred these skills over when providing advice for his clients.

Jonathan’s experience has been heavily weighted towards pensions and retirement planning; however, he has a deep interest in personal development and is always exploring ways to improve himself and others. Jonathan holds a 2:1 Bachelor of Arts in English from the University of Surrey and believes this degree improved his ability to provide unbiased analysis and context to individual client situations, which is a vital skill within financial planning.

Jonathan lives in Banstead and enjoys spending time with his fiancé and two children. In his spare time, Jonathan can either be found in the gym, or chasing his children around a park. He also holds a second-degree black belt in Tae Kwon Do, although having not trained for many years, he feels like this was in a past life.

Qualifications

IFS Level 4 Diploma for Financial Advisers

Financial Services, Regulation & Ethics
Advanced Financial Advice

LIBF Level 6 Diploma in Financial Advice

Long Term Care and Later Life Planning
Award in Pension Transfers
Taxation, Trusts and Tax Compliance
Managing Investments