We then use sophisticated financial modelling technology to build financial plans, aimed at achieving all of our clients financial goals and objectives. Once the plan is complete, we implement investment solutions using the Quilter platform to combine truly holistic financial planning with award winning investment expertise from Quilter.
We remain with our clients throughout their life journey, ensuring our advice and plans stay up to date and seeing them all the way through to implementation.
We strive for the best client outcomes and have built a business over 10 years growing through client referrals and recommendations, a testament to how our clients trust us to take care of them and their plans.
With over 10 years experience as a financial planner, Jonathan's main role is the creation and maintenance of clients financial plans. He is the face of Jonathan Barkey Financial Planning and is responsible for meeting with clients, understanding their life goals and objectives, building a detailed financial plan using cutting edge modelling software to achieve clients objectives, before finally combining holistic investment and taxation planning to achieve the best client outcomes. Jonathan is there for clients throughout their financial journey, ensuring everything remains on track.
Tax planning is not regulated by the Financial conduct Authority.
Julia is a highly organised and detail-oriented Client & Adviser Support Specialist with three years of experience supporting clients and advisers within a fast-paced financial environment. Skilled in managing client communications, coordinating appointments, and ensuring the smooth running of back-office operations, she plays a key role in delivering an efficient and professional service here at Jonathan Barkey Financial Planning.
An experienced and results-driven Client & Adviser Support Specialist with over 15 years in the industry, bringing a wealth of knowledge in client relationship management and operational organisation. With a strong track record of supporting both clients and advisory teams in managing client interactions, coordinating appointments, and overseeing all aspects of back-office processes, ensuring accuracy, compliance, and timely delivery of services at Jonathan Barkey Financial Planning.
Jonathan Barkey Financial Planning is a trading style of Jonathan Barkey an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Approver Quilter Financial Services Limited 20/04/2026.
