Jonathan Powell

Financial Planner

I joined the Beyond Finance team in May 2022, bringing with me over 17 years of experience which I gained primarily at Barclays, where I held various roles across different departments. These included Wealth Management, Business Development, and Financial Planning, working with both corporate and personal clients. My career in finance was preceded by a graduate scheme at Marks & Spencer, where I quickly realised my affinity for finance over retail. 

I play a pivotal role in welcoming and advising new clients alongside Maria. My approach is multifaceted, ensuring that each client feels valued and understood from the moment they engage with Beyond Finance. My responsibilities include initial meetings, where I attentively listen to your needs and concerns, through to providing you with tailored solutions. My extensive knowledge and experience allow me to offer insightful advice and clear guidance, helping clients navigate their options with confidence. 

I work closely with Maria to streamline the onboarding process, ensuring that all necessary documentation and information are accurately processed and communicated.  

On a personal note, I have been happily married to my wonderful wife Susan for over 23 years. We are blessed with three delightful children, two of whom are currently at university, while the youngest is in Junior school. My commitment to community service is reflected in my active role at Goldhill Baptist Church, where I serve as a Council Member and was honoured to help lead the Project Team in building the new church hub in our village.  In addition to my professional and community engagements, I enjoy my daily commute to work by bike, which provides a refreshing start to the day and a bit of daily exercise. At age 54, I am grateful for the opportunity to contribute to Beyond Finance and to make a positive impact on the lives of our clients.