Jonathan Poole Dippfs

Independent Financial Adviser at Insight Financial Associates

Jonathan Poole DipPFS is an Independent Financial Adviser at Insight Financial Associates since July 2019, with a background that includes roles as IFA Administrator and Graduate Trainee Financial Adviser Intern. Prior experience includes serving as a Customer Service Assistant at UEA Students' Union and an Economics Researcher Intern at the University of East Anglia. Jonathan began their career as a Retail Assistant at Budgens from 2011 to 2016. Educational qualifications include a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a Bachelor of Science Degree in Economics and Politics from the University of East Anglia. Additional academic achievements consist of A Levels in Economics, Mathematics, and English Literature and Language from The College of Richard Collyer, along with 14 GCSEs from The Forest School.

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