Freedom to Live

Our Team

At LHW we provide a comprehensive financial advice service giving you the freedom to live the life you desire. We don't just preach our freedom to live motto; we live it through our actions by working with you to fulfil your life goals and ambitions using our expertise and experience.

We aim to take away all of the complications of financial planning so you can concentrate on living your life without worry.

Jonathan Yates

Corporate & Personal Financial Executive

Jonathan started working in LHW Financial Planning in 2023. Jonathan comes from a sporting background and he is currently a professional golfer on the Challenge Tour. He has embraced the Financial Planning industry with open arms. He currently works across both the Corporate & Personal Financial Planning teams within LHW.

Jonathan has a balanced lifestyle between professional golf and work. While progressing his financial career, Jonathan has completed his QFA exams. He is beginning the Graduate Diploma in Financial Planning in February 2025 which on completion, will make him a CERTIFIED FINANCIAL PLANNER™ professional.