Company Information

Get to know Jonas Wealth Management

Jonas Wealth Management is the trading name for Jones Hill Financial Planning Ltd, a firm authorized and regulated by the Financial Conduct Authority (FCA). The company provides holistic and independent financial advice, focusing on building long-term relationships with its clients. Their services encompass financial planning, investment management, retirement planning, inheritance tax planning, and protection. They pride themselves on a client-centric approach, creating personalized financial strategies to help clients achieve their long-term goals and financial security.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Jonas Wealth Management

Australia

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.