Jonathan Thorne, CFP®

Thorne & Co. Wealth Management

Retirement Planning Inheritance Tax High Net Worth

location_on Mayfair, London, W1J

Professional Biography

With over 18 years of experience in the London financial sector, Jonathan Thorne specializes in creating bespoke wealth preservation strategies for entrepreneurs and multi-generational families.

His approach combines traditional prudent investment management with modern tax-efficient structures, ensuring that every client journey is both secure and growth-oriented. Jonathan is a Fellow of the Personal Finance Society and holds advanced certifications in Pension Transfer and Trust Law.

Detailed Expertise

account_balance_wallet

Estate Planning

Complex inheritance tax mitigation and succession strategies for family businesses.

trending_up

Portfolio Management

Discretionary investment management with a focus on ESG and sustainable growth.

shield

Pension Transfers

Specialist advice on defined benefit transfers and complex SIPP/SSAS structures.

family_restroom

Divorce Settlements

Collaborative financial planning to ensure equitable and sustainable post-divorce outcomes.

FCA REGISTER ID

JXT09244

Regulatory Status

Thorne & Co. Wealth Management is authorized and regulated by the Financial Conduct Authority. Our status is verified daily against the public register for your protection.

Secure Consultation

Initiate a confidential enquiry. Jonathan or a member of the senior team will respond within 4 business hours.

Client Success Stories

Independent feedback from verified clients.

star 4.9/5

format_quote "Jonathan's expertise in estate planning was instrumental during our business exit. He navigated complex tax issues with ease and provided clarity when we needed it most."

— David H., Tech Entrepreneur

format_quote "An advisor who actually listens. The retirement strategy Jonathan built for us gave my family immense peace of mind. Highly recommended."

— Sarah M., Retired Partner