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Jonny Courtaux

CMgr FCMI, BSc (Hons), DipPFS

Courtaux Wealth Planning was created with a desire to help people live better lives. With this purpose, Jonny brings clarity and structure to his clients’ financial plans, simplifying and optimising what is often complex and confusing.

Jonny uses his experience to get under the skin of what is most important to his clients: what is meaningful to them and how they aspire to live their lives. Plans will always centre around an individual’s goals, with flexibility to evolve as their circumstances change.

Our aim: financial security and peace of mind.

Aside from his passion for financial planning, Jonny is a proud husband and father of three girls, who keep him well and truly on his toes.

About

At Courtaux Wealth Planning, Jonny helps people whose lives are often busy and complex, from families and busy professionals to business owners. He enables them to make sense of their wealth and see the opportunities that come with planning ahead.

Jonny’s approach is simple: To share his expertise and do the right thing by his clients, always.

Before starting the business, Jonny spent more than a decade in leadership and development roles, and found himself drawn towards helping people not only build better careers, but also achieve a better balance in life. He has a passion for finance and problem solving, so financial planning was a natural fit. Giving advice is about helping people see the choices and possibilities that are within reach with the right expertise on hand.

Whatever someone’s motivation, it all comes down to them, and it’s a great privilege to be entrusted with helping others live better lives. The Practice takes its responsibility seriously. That’s what allows Jonny to stand behind his advice with confidence, knowing that he has done right by the people who trust him.

Advice and services

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

Testimonials

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I first approached Jonny due to being a new business owner and in need of setting up a pension. He came to visit me at my house and was very approachable, answered all my questions clearly and precisely for me to understand. I would highly recommend Jonny for any wealth planning you may need for any...
Matthew| Director, Electrician, Frome

Addresses

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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.

SJP Approved 10/09/2025

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.