Jonathan Achieves Affiliate Membership of STEP

Jonathan Rowley, Chartered Financial Planner and Director of Hamnett Wealth Management, has achieved Affiliate Membership of STEP, the global professional association for practitioners who specialise in family inheritance and succession planning.

STEP works to improve public understanding of the issues families face in this area and promote education and high professional standards among their members.

STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving.

Jonathan has been advising clients for over 26 years and is a Chartered Independent Financial Adviser which means he’s not restricted or limited in which products or providers he recommends. 

Jonathan said: “I am delighted to be an Affiliate Member of STEP as it demonstrates my continued commitment to high professional standards and continued professional development, inspiring the confidence, respect and trust of my clients.”

Hamnett Wealth Management have been providing unbiased, personal financial and investment advice since 1988.  We offer a range of services for individuals, business owners and trustees across a number of financial planning areas.

For more information on STEP, please visit https://www.step.org/