Jonathan James Holdaway, APFS ACSI


Chartered Financial Planner
Holdaway Financial Services Ltd
'Blue Haze' Pago Montealegre
Parcela 423 Poligono 9
Torrox, Andalucia 29547
Spain
Phone: +447723027864
Mobile: +34654898303
Email: jonathan@holdawayfinancialservices.com
Website: https://www.holdawayfinancialservices.com
Training: Advanced more info

Ideal Clients
Male/Female or couples ideally aged 40-60 Business Owners or Senior Employees Sporting or Armed Services background

Qualifications
Fellow of the Personal Finance Society (FPFS) Associate of the Chartered Institute of Securities & Investment (ACSI) Chartered Financial Planner (Chartered Insurance Institute) Affiliate of the Society of Trust and Estate Practitioners (STEP)

Compensation
Fixed fee of €1500/€2500 for couples and monthly retainer of €50/€80 for life planning. Working with Chase Buchanan for regulated advice. Regulated by Cysec under MiFID rules. Initial fee - fixed/hourly rate or commission based for arranging financial products. Ongoing fees based on amount of AUM.

Industry Start Date
1992