Aligned Wealth Financial Planning logo

Aligned Wealth Financial Planning jobs and careers

United Kingdom

As of October 23, 2026, Aligned Wealth Financial Planning has no open roles listed.

About Aligned Wealth Financial Planning

Aligned Wealth Financial Planning is a financial planning firm based in Haywards Heath, with a Chartered Financial Planner serving clients in Sussex, Surrey, Kent and beyond. We specialise in Pensions & Retirement planning, Investment strategies, Inheritance tax planning and Protection ensuring every plan is aligned to your individual circumstances and goals. Pensions & Retirement Planning Accumulation - We will review your existing pensions and contributions and build a tax efficient strategy which is aligned to your retirement aims and objectives. At-Retirement Advice - Reaching retirement is a major milestone and deciding how to turn your pension savings into a secure and lasting income can be a challenge. At-retirement advice gives you clear guidance on your options – whether that’s taking a tax-free lump sum, choosing a guaranteed annuity, setting up flexible drawdown, or blending different approaches. We will ensure our advice is aligned with your goals at and throughout retirement in a tax efficient manner. Investment Strategies – Make your money work for you with professional investment advice combined with a tax efficient approach to help you grow, preserve, or generate an income from your wealth, aligned to your investment needs. Inheritance Tax Planning – Protect your family’s legacy by minimising Inheritance tax liabilities and ensuring your plans are aligned to your family’s situation. Protection – Ensure you and your family are safeguarded against loss of earnings due to ill health, accident or worse. We will arrange protection plans aligned to your personal circumstances which will financially protect you and your family. Our aim is simple: to be a trusted financial partner, whether you are building wealth, preparing for retirement, or safeguarding your family’s future. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services September 2025.

Employees
1 to 10
Headquarters
United Kingdom

Leadership

The top of Aligned Wealth Financial Planning's org chart, with how many people report into each leader.

JOPhoto of Jonathan Ollerenshaw

Jonathan Ollerenshaw

Principal/Director

Jobs at Aligned Wealth Financial Planning

No open positions right now. Explore more companies on TheJobsMap.

Aligned Wealth Financial Planning jobs: common questions

Is Aligned Wealth Financial Planning hiring right now?
Aligned Wealth Financial Planning has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Aligned Wealth Financial Planning's careers site.
Where is Aligned Wealth Financial Planning headquartered?
Aligned Wealth Financial Planning is headquartered in United Kingdom.
Who leads Aligned Wealth Financial Planning?
Jonathan Ollerenshaw, Principal/Director, is at the top of Aligned Wealth Financial Planning's org chart.
How do I apply for a job at Aligned Wealth Financial Planning?
Pick a role on Aligned Wealth Financial Planning's TheJobsMap page and select Apply. Every listing links to the original posting on Aligned Wealth Financial Planning's own careers site, so you apply directly with the employer.