Jonathan Darley FPFS - Chartered Financial Planner

Jonathan Darley FPFS - Chartered Financial Planner Pension Specialist | Independent Financial Advice | Protection | Investments | Tax Planning [email protected] or 07817 624736

Keep YOUR money in YOUR family

As YOUR financial adviser, it is my job to:

- get to know more about you, your family and your plans
- to understand your current financial position,
- to work with you to make these plans a reality

Whether these plans are for the short, medium or long term, I help you (and your family) achieve the financial security you desire and the keep YOUR money in YOUR fami

ly. Being an Chartered Financial Planner with Prosperity Wealth means I have an experienced team to support me in providing you with the best possible, UNBIASED, INDEPENDENT Financial Advice. Whatever stage of life you are at, I’ll be able to provide a solution that's right for you and your family and keep you on the right path to financial success. Areas I can help you with Financial Advice are:
- Pensions & Retirement Planning
- Investments
- Protection Insurances
- Long Term Care Planning
- Tax Planning and Mitigation
- Specialist Pension cases, including Final Salary Scheme Analysis

Please do connect, and let's start your journey to the financial future you and your family deserve!

04/12/2024

There has been a lot of information in the press about the limitations of agriculture relief and business property relief since the announcement of the budget.

This short video from Techlink is aimed at professionals and concisely walks you through the facts, if you would like more information please contact on of our experts.

Click the link below to find out more.
https://youtu.be/nHOnmUQzNmw?si=ZwjTCqLIM4iO6hg1

David Farrance Jonathan Darley FPFS - Chartered Financial Planner Caroline Laudren Quillet - Independent Financial Adviser Adam James Rendall Mike Farrance

22/11/2024

Our News in Review reports on the latest economic news from the past week

20/11/2024

Planning your finances to save money for the future and plan ahead to avoid debt. Why are we encouraged to save money through savings and investments

05/04/2024

We are very pleased to announce our newest Independent Financial Adviser, Caroline Quillet Laudren ! She brings 15 years of experience in Sales, in Investment Banking working in cities across the world like Paris, NYC and London. Caroline will be specialising in Investments & Savings, Protections, Employee Benefits, and Pensions. Welcome to the team!

Huge thank you to Dpix and Julie King Photography for the amazing pictures.

David Farrance Jonathan Darley FPFS - Chartered Financial Planner Mike Farrance Adam James Rendall

25/03/2024

Our news update this week, highlights positive recent economic data but also reminds us of the legacy of high interest rates which have caused rising mortgage arrears and increased economic inactivity. https://cnsq.co.uk/2024/03/20/news-in-review-171/

David Farrance Jonathan Darley FPFS - Chartered Financial Planner Mike Farrance Adam James Rendall

22/03/2024
22/03/2024

Congratulations to Adam James Rendall on qualifying for Vouchedfor's exclusive list of top rated advisers. We are very proud to have an adviser dedicated to customer satisfaction working with us.

Jonathan Darley FPFS - Chartered Financial Planner Mike Farrance David Farrance

14/03/2024

This weeks business news update breakdowns the Spring Budget 2024 and provides a review of global economic growth. To read the article please click the link.

https://cnsq.co.uk/2024/03/13/news-in-review-170/

Jonathan Darley FPFS - Chartered Financial Planner David Farrance Mike Farrance Adam James Rendall

11/03/2024

Well done to three great professionals at Consequential Planning - Michael, Jon and Adam. They have all qualified for Vouchedfor's exclusive list of top rated advisers. Check out the Times today to find their details.
Jonathan Darley FPFS - Chartered Financial Planner
Mike Farrance
Adam James Rendall
David Farrance

11/03/2024

We have launched an enquiries page on our website. Click the link https://cnsq.co.uk/enquiries/ or scan the QR code to check it out!

Adam James Rendall Mike Farrance Jonathan Darley FPFS - Chartered Financial Planner David Farrance

Working from home just got a little more interesting here at Darley HQ…Introducing the newest member of the Darley clan…...
23/03/2023

Working from home just got a little more interesting here at Darley HQ…

Introducing the newest member of the Darley clan… Dash!

I think it’s fair to say that the pandemic caused the Financial Planning profession to do some much needed catching up in terms of how we utilise technology.

Prior to March 2020, every client meeting I carried out was face-to-face, no matter whether it was a quick 20 minute check in, or an in-depth 1 hour 30 “deep dive”.

Nowadays, being able to utilise technology such as video calling and instant messaging is invaluable.

I spend less time on the road which means I can serve more clients. I am not limited to a particular geographical area so no longer have to turn prospects down. And finally, I get to spend more time with my family… despite the growing pains / puppy training.

As ever, if you think you or any of your friends & family might benefit from booking in a Discovery Meeting with myself, please don’t hesitate to get in touch… I’d be happy to do this via Zoom, Face-to-Face or even over a dog walk in Sutton Park.

Address

First Floor, Severn House, Business Centre, Riverside North
Bewdley
DY121AB

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