Jon Darley

Jon Darley

Consequential Planning Limited

Minimum savings/pensions: Over £50,000

0330 038 8938
Based in Bewdley
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Top Rated 2025
Verified since: February, 2023

4.9 out of 5

53 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Jon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jon's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Jon has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 16

    Qualifications Uploaded

    16 qualification certificates available to view

    Jon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jon has provided information on their typical fees

    Jon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jon

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jon (based on 7 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Jon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jon's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Jon has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 16

    Qualifications Uploaded

    16 qualification certificates available to view

    Jon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jon has provided information on their typical fees

    Jon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jon

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jon (based on 7 first impressions)

I'm a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS). This makes me one of the most highly qualified Financial Planners in the country. Having qualified as a Financial Adviser in 2009, I have worked for a variety of companies including HSBC, Mitten Clarke Chartered Accountants, Gemini Wealth Management and Prosperity Wealth Ltd. I have a strong background in pensions as well as all other areas of personal and business financial planning. I advise on all private final salary and defined benefit pensions, as well as Government pension schemes, which include NHS, Teachers and Local Government pension plans. I have a keen interest in providing advice in diverse areas such as long-term care, whether that’s guidance on Equity Release Mortgages or long-term care funding. I also work closely with local accountants and solicitors, providing guidance on pensions, divorce and business financial planning issues. I'm married to Sarah, a General Practitioner, and have two children. I spend time helping in the local community and take part in charitable fundraising events. I pride myself on being ethically-driven and client centric. Making clients happy and giving them peace of mind when making financial decisions is my major priority. I chose to work for an Independent financial advisory firm in Consequential Planning Ltd as it allows me to be the adviser I want to be without being pressurised to have targets of selling. I firmly believe that sales targets create poor customer outcomes. I pride myself on making financial advice simple, transparent, and informative. My Financial Conduct Authority Profile: https://register.fca.org.uk/s/individual?id=003b000000LVQILAA5 My Facebook Profile: https://www.facebook.com/JonathanDarleyIFA My LinkedIn Profile: https://www.linkedin.com/in/jonathan-darley-186576272/ My Consequential Planning Profile: https://cnsq.co.uk/about-us/

Offers available through VouchedFor

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£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jon's clients

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