Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Jonathan Barkey Financial Planning is a trading style of Jonathan Barkey an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Approver Quilter Financial Services Limited 20/04/2026.
