0330 038 8938
Based in Bewdley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jon's status
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
Jon has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jon has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Jon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Jon (based on 7 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
Jon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jon's status
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
Jon has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jon has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Jon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Jon (based on 7 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
Contact Jon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.