Jonathan Pentelow
Mortgage Adviser
(Pacific IFA Adviser of the year 2010)
Jonathan’s role at Pacific IFA includes meeting with current and prospective client to assess their needs and requirements through the use of Fact Finds, and then to present them with the most suitable product from the whole of market based on their financial situation and attitude to risk.
As a mortgage adviser, he will often proactively liaise with a client’s solicitors and accountants, as well as a number of product providers, to ensure that cases are completed promptly and in a compliant manner.
His qualifications include CF1 UK Financial Services, Regulations and Ethics, CF2 Investment and Risk, CF3 Financial Protection, CF4 Retirement Planning, CF5 Integrated Financial Planning and CF6 Mortgage Advice.
His interests outside of work include cooking, visiting museums, architecture, theatre and the Arts. |
