Jonathan Poole
Independent Financial Adviser @Insight Financial Associates
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WORK HISTORY
Independent Financial Adviser @Insight Financial Associates
Sevenoaks, GB
EDUCATION
The Forest School
14 GCSEs, 2 A*s, 8 As
University of East Anglia
Bachelor of Science Degree, Politics and Economics, First-Class Honours
The College of Richard Collyer
A Levels, Economics, Mathematics, English Literature and Language
Chartered Insurance Institute
Level 4 Diploma, Regulated Financial Planning
ABOUT JONATHAN POOLE
Highly professional and knowledgeable Financial Planner working closely with my clients to support them in meeting their financial and personal objectives, both now and in the future. I advise in a wide range of financial planning areas; including pensions & retirement planning, savings & investments, and protection. I\'m focused on building trusted, long standing client relationships and am a strong advocate for the use of cashflow modelling to provide visual, long term financial forecasts. Currently studying for the CII Advanced Diploma with the aim of achieving Chartered IFA status.
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