Jonathan Chorley
Chartered Financial Planner at Cst Wealth Management
Based in Bridgend, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Bridgend
Industry
Financial Services
Company size
2
Contact information
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j•••••••@cstwealth.co.uk
Phone
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Background
About Jonathan Chorley
Chartered Financial Planner Chartered MCSI & APFS I was awarded Chartered Financial Planner status in December 2020 following the successful completion of the Advanced Diploma in Financial Planning (APFS), including modules in Personal Tax and Trust Planning (AF1), Investment Planning (AF4), Financial Planning Process (AF5), Senior Management & Supervision (AF6) and Retirement Income Planning (AF8). As a Chartered Financial Planner and a Chartered member of the Chartered Institute for Securities & Investment (CISI), I recognise the importance of “joined up” Investment and Financial Planning; and enjoy helping individuals plans for and achieve their goals.
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