Independent Financial Adviser
Jonathan Powell DipFA
Diploma-qualified adviser covering Cardiff and Omagh, focusing on investments, inheritance tax and trusts.
Alexander House
Clear advice
National support
Regulated planning
Advisers
Jonathan Powell DipFA
Independent Financial Adviser
Cardiff and Omagh
DipFA
Jonathan covers Cardiff and Omagh. He is diploma qualified and has more than 30 years in financial services.
He focuses on investments, inheritance tax and trusts, and on making a family plan that is simple enough to explain to the next generation. Inheritance tax planning and trusts are not regulated by the Financial Conduct Authority.
Areas of focus
InvestmentsInheritance taxTrusts
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