Jonathan Holdaway Chartered Financial Planner

17/03/2026

I’m taking part in the Great Tommy sleepout in March raising money for homeless British veterans please donate at the link below even if it’s only £1 it all makes a difference

This March, I'm taking part in The Great Tommy Sleep Out. Every night, thousands of veterans right here in the UK are facing the harsh reality of sleeping rough. Together, we can change it. I'll be swapping the comfort of my bed for one night under the stars. No frills. No luxury. Just me, my sleepi...

09/02/2026

The UK government has introduced one of the most significant overhauls to inheritance tax in recent history, replacing the domicile system with a residence-based framework. For who have spent a decade or more abroad, these changes represent a major financial turning point'. Full story in link below 👇

Key points The UK government has introduced one of the most significant overhauls to inheritance tax in recent history, replacing the domicile system with a residence-based framework since 6 April 2025. For expats who have spent a decade or more abroad, these changes represent a major financial turn...

21/12/2025

Unbeaten Bournemouth now joint top with Wi******er on 59 points who we beat at theirs

Lions Full time score.

Wimborne 22 Lions 36

04/08/2025

How my financial planning fees compare to the rest of the market according to Vouchedfor website
Check out my profile including testimonials from happy clients https://www.vouchedfor.co.uk/financial-coach/southampton/069759-jonathan-holdaway

31/05/2025

31/05/2025

The following graphs of the FTSE 100 show why it’s important not to panic when things start to go south following a ‘Black Swan’ event such as Covid, the Russian invasion of Ukraine and more recently Trumps tariffs
Invest for the medium to long term stay invested and don’t make impulsive decisions