Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
Jonathan Creasey has been a successful Financial Adviser since 1991, when he established his own practice. In 2002, he became an Independent Financial Adviser and joined a national IFA firm that specialised in business consultancy and tax planning to expand his knowledge and expertise and therefore provide a more comprehensive service to his private and corporate clients. In 2004, he returned to run his own business and is now actively involved in two principle businesses: First Chapter Consultancy Limited and Beaufort Financial Planning (South West) Limited.
Jonathan is a certified NLP (Neuro Linguistic Programming) Practitioner, which he attained to maximise communications with his clients. His strengths include strategic planning and development, problem solving, creative thinking and communication skills.
- My family
- People looking happy and uncontrollable laughter
- Helping people
- The exhilaration of intense exercise
- Fast cars
- Eating out
- Selfish people
- Lack of appreciation of life
- Electronics going wrong
- People that don’t listen and never let you finish a sentence