Jonathan Willis, TEP

Senior Wealth Manager

Jonathan Willis is a Senior Wealth Manager at BlackPoint Capital Partners, specializing in cross-border financial planning for US residents with UK pension assets. He works with British nationals living in the United States and Americans returning after a career in the UK, helping them bring their UK and US financial arrangements into one coherent, long-term strategy. Based in the United Kingdom, Jonathan is the founder and director of Future Start Independent Financial Planning Ltd, a separate UK-regulated firm that has served UK resident clients since 2016. This deep UK pension experience strengthens his ability to understand complex cross-border issues, which he applies exclusively to his US-focused financial planning and investment advisory work at BlackPoint. At BlackPoint, Jonathan operates under the trading name Future Start Financial Planning USA and focuses solely on US residents. Jonathan is a Chartered Financial Planner – the highest professional designation awarded by the UK’s Chartered Insurance Institute – and a Trust and Estate Practitioner (TEP) with STEP. He holds the Advanced Certificate in UK Tax for International Clients and the US Series 65 securities licence. With nearly two decades of experience, he has developed deep technical expertise in UK Self-Invested Personal Pensions (SIPPs), occupational schemes, and the UK-US Double Taxation Convention. His approach is collaborative and disciplined. He works closely alongside clients’ US CPAs and tax attorneys – who own all tax reporting and compliance decisions – ensuring financial planning is built on solid jurisdictional foundations. The result is a clear, coordinated retirement strategy designed to give clients confidence across the decades ahead.