An Associate Partner Practice of St. James's Place Wealth Management

Bessell Financial Planning

Jonathan Bessell

CII level 4 Diploma in financial planning
I provide bespoke financial advice to individuals and businesses in and around the Bristol region. I believe in building long term lasting relationships through providing regular and trusted advice.

About

Jonathan Bessell, Principal of Bessell Financial Planning has been advising clients for over twenty years. Prior to accepting an invitation to join St. James's Place Wealth Management, Jonathan has worked as a Senior Financial Adviser for large institutions such as Halifax Bank, Bank of Scotland Investment Service (BoSIS), and Lloyds Wealth Management.

He has also worked for an IFA Practice and more recently as an Adviser at Prudential Financial Planning. Having gained excellent knowledge and wide experience as a Financial Adviser, Jonathan has a reputation in the industry and with his clients for honesty, integrity and dedication to delivering first class service. He feels that experience counts and my focus is on developing lifelong relationships with my clients, along with delivering the unsurpassed advice they deserve.

Jonathan completed his Chartered Insurance Institute (CII) Level 4 Diploma in Financial Planning in August 2011, and is currently working towards becoming a Chartered Financial Planner, having already obtained the CII G10 Advance Certificate in Taxation and Trusts and the CII AF3 Advanced Certificate in Pension Planning. He also holds the Financial Planning Certificate and Certificate in Life & Pensions.

Away from work Jonathan enjoys skiing and spending quality time with his 2 daughters, Evie and Grace, at their caravan on the North Devon coast.

Promotions

Item 1 of 3

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.