01278788646 enquiries@pwcltd.co.uk

Jonathan Walter

Jonathan Walter

Position: Operations Executive

Email:

Tel: 01278 788646

Fax: 01278 789237


Highlights

Jonathan joined in early 2014, having spent 16 years of his career with HSBC and continues his professional development.

Qualifications

  • R02 (Investment Principles & Risk), R03 (Personal Taxation) - Regulated Diploma in Financial Planning.
  • LP2 (Financial Services Products & Solutions), LP3 (Life & Pensions Principles & Practices) - Certificate in Financial Services)

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Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

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