Financial Life Planner
Helping you find the comfort, confidence and knowledge to enjoy your life without worrying about money
Achieve your goals and dreams and live a full expat lifestyle without worrying over your finances.
Our powerful Lifetime Cashflow Modelling software will help you plan out where you are and where you could be, so your money doesn’t run out before you do!
If you are UK resident, I can provide coaching to help you set up your own simple financial arrangements – ISAs, GIAs & SIPPs with ‘direct to consumers’ platforms, at a fraction of the cost of an ‘advised’ platform.
Jonathan is regulated to give financial advice in the UK by the following company:
Baggette & Co Wealth Management, North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset, BH15 2BX, authorised and regulated by the Financial Conduct Authority No 522193, and registered in England & Wales, Company Registration No 7138035.
Hello! I’m Jonathan Holdaway, owner of Holdaway Financial Services.
Since becoming an expat myself, I am in a great position to help you navigate the financial opportunities available to you.
Get in touch today for a chat about how you can make sure your money’s working as hard as it could be.