Jonathan Molloy

APFS, DipPFS, CertPFS, Award in Long Term Care Insurance

Chartered Financial Planner

Jonathan joined JPB Financial Planning in 2019, bringing over a decade of experience in financial services. He began his career in 2009 in technical paraplanning roles across small, medium, and national firms, where he became a Subject Matter Expert in Inheritance Tax and Estate Planning. In 2018, he moved into a client-facing role before stepping into full-time financial planning.

As a Chartered Financial Planner, Jonathan specialises in lifetime financial planning, helping clients clarify what matters most and aligning their wealth with their goals. He is highly experienced in retirement planning, investments, and estate planning, and is known for making complex topics clear through the use of cashflow modelling, a tool he’s championed since early in his career.

Outside of work, Jonathan enjoys time with his young family and their Labrador, Monty.