Jonathan Southgate — Network Financial Advisor in Bristol
About Jonathan Southgate
Jonathan Southgate is the founder of Southgate Wealth Management, an Associate Partner Practice of St. James's Place, which provides financial planning solutions to individuals, business owners and families across the UK. Having worked in financial services since 2007, he set up the firm to offer a truly holistic, client-first service — driven by a firm belief that great advice isn't just for the wealthy. Jonathan is committed to providing friendly, jargon-free, expert advice and to developing long-lasting, successful relationships with his clients. He sees financial planning as far more than investments: much of the work happens behind the scenes, in detailed cashflow forecasting, researching solutions, adapting to changing legislation and testing different scenarios to help clients understand how today's decisions may shape their future. Often, he finds, clients are simply looking for clarity and reassurance in an increasingly complicated world — and his goal is a simple one: to help them feel more organised, more informed and more confident about the future they're building. Being a husband and father himself gives Jonathan a real appreciation of how quickly priorities can change, and why financial plans need to adapt as life evolves. His specialisms include advice in retirement, pensions, savings and investment management, protection, and estate and tax planning, working with company directors, business owners, financial professionals and private clients. He also believes you are never too young to start learning good money habits, and works with his children's school to teach financial education to children aged five to eleven. Jonathan lives between Bristol and Bath with his wife, their two children and their border terrier. Outside of work he plays tennis and golf to stay active and is a devoted supporter of his local cricket club, where he has been a member and player since the age of ten — having once played as an overseas cricketer in Melbourne, Australia, he now helps coach the club's junior teams.
Services
- Retirement planning
- IHT planning
- Insurance
- Mortgages
Specialisations
- Retirement Planning
- Inheritance Planning
Qualifications
Jonathan is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI), the institute's most senior membership grade, reflecting his extensive experience and his commitment to continuously developing his knowledge and skills in financial planning, as well as upholding the CISI's high standards as published in its Professional Code. He holds a BA (Hons) and has worked in financial services since 2007.
Fees
Jonathan offers an initial consultation, at no obligation, to understand each client's circumstances and objectives. He will then explain his charges clearly and transparently before any work begins, so clients always understand the cost of advice in advance.
Regulation
Jonathan Southgate is FCA-verified (firm: Southgate Wealth Management).
Frequently Asked Questions
Is Jonathan Southgate a regulated financial advisor?
Yes. Jonathan Southgate is FCA-verified and authorised under Southgate Wealth Management, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Jonathan Southgate offer?
Jonathan Southgate offers Retirement planning, IHT planning, Insurance, Mortgages.
Where is Jonathan Southgate based?
Jonathan Southgate is a network financial advisor based in Bristol, serving the BA, BS postal areas.
How does Jonathan Southgate charge for financial advice?
Jonathan offers an initial consultation, at no obligation, to understand each client's circumstances and objectives. He will then explain his charges clearly and transparently before any work begins, so clients always understand the cost of advice in advance.
What qualifications does Jonathan Southgate hold?
Jonathan is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI), the institute's most senior membership grade, reflecting his extensive experience and his commitment to continuously developing his knowledge and skills in financial planning, as well as upholding the CISI's high standards as published in its Professional Code. He holds a BA (Hons) and has worked in financial services since 2007.
How do I book a meeting with Jonathan Southgate?
You can book a free initial consultation with Jonathan Southgate directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.