Jonathan Brookes

Jonathan BrookesPARTNER

JONATHAN BROOKES
Contact Details
Areas of Expertise
  • Pensions
  • Pension Transfers
  • Investments Advice 
  • Financial Advice
  • Tax (including UK Inheritance Tax / IHT planning
  • Asset management
Qualifications
  • Chartered Financial Planner
  • LIBF Level 6 Advanced Diploma For Financial Advisers (UK)
  • Level 6 Trusts Taxation and Tax Compliance (TTTC) (UK)
  • Level 6 Management of Investments (MANI) (UK)
  • Level 6 Pension Transfers (PETR) (UK)
  • CII Financial Planning Certificate (UK)
  • CII Mortgage Advice Qualification (MAQ) (UK)
  • IFS Level 4 Diploma for Financial Advisers (UK)
  • Certificate in Long-Term Care and Later Life Planning (CertLTCP) (UK),
  • North American Securities Administrators Association Series 65 Uniform Investment Adviser Law (USA)
  • Full Diploma Level-Tier 1 / FNS41815 – Certificate IV in Financial Services (RG146) (Australia)
  • CYSEC Advanced (Europe) 

About Jonathan

Jonathan is a Chartered Financial Planner and has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including the UK, USA, Australia, and Europe). As well as having specialist tax and investment management qualifications, he holds the Level 6 Pension Transfer Qualification and is suitably qualified to give advice in the UK, USA, Australia, and Europe. Having lived overseas for more than 17 years Jonathan has a wide understanding of the implications of being an expat and is well-positioned to help advise. He is a family man with a keen interest in sports.

Jonathan Brookes was included in VouchedFor’s 2022 Top Rated Financial Advisers Guide distributed in the Sunday Times.

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

Jonathan's Team
CHARLIE WHITEBREAD

CHARLES WHITEBREAD BUSINESS DEVELOPMENT MANAGER

Charles graduated from the University of Brighton with First-Class honours in (B.Sc.) Business Management with Economics and was nominated for Barclays Local Genius award. Charles spent a year living and working in North America working as an E-commerce specialist and a further year in Sydney, heading up a team specialising in Global sports events; namely the Cricket World Cup 2020.

After excelling in the Hoxton academy Charles was hand-picked to work alongside some of the region’s most successful IFA’s. He is now working towards achieving his Chartered Financial Analyst (CFA) Level I, II and III. Outside of work commitments his interests are in sports and financial markets, particularly blockchain technology and thematic equities.

 

Victoria Webdale

VICTORIA WEBDALE BUSINESS SUPPORT MANAGER

Victoria joined the team in March 2021 following a successful career in clinical governance within the NHS.  She brings with her over 30 years of professional experience within customer services, and a proven track record of managing and developing teams and processes to achieve business goals.

Working as a Business Support Manager at Hoxton has allowed her to learn new processes and enhance these skills within the finance industry.  In her spare time Victoria enjoys spending time with her family and keeping fit.

Theresa Espanola

THERESA ESPANOLA Executive Assistant

Theresa graduated as a Math teacher before starting her career overseas.

She has worked closely alongside Jonathan as key part of his administration team for over ten years and is responsible for the smooth running of the back office and behind the scenes.

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