Jonathan Poole
Independent Financial Adviser at Insight Financial Associates
Based in Sevenoaks, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
Sevenoaks
Industry
Financial Services
Company size
110
Contact information
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j•••••••@insightifa.com
Phone
5 credits+44 ••• •••• ••••
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Background
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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