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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Insight Financial Associates
Insight Financial Associates is one of East Anglia’s premier firms offering independent financial advice to clients all over the country. With the head office in Norwich, Norfolk, Insight also has offices in Harlow, Sevenoaks, St Ives, Bridgend, Spain. With 21 Independent Financial Advisers focused on enabling clients to achieve and maintain their desired standard of living, Insight offers levels of service based on clients’ needs and financial goals. Insight Financial Associates is authorised and regulated by the Financial Conduct Authority. Working closely with Insight Private Finance Ltd (provides residential & Buy to Let mortgages and protection), Foresight Estate Planning & Will Writing (legacy planning, trusts and will writing) and Property Investment Partnership (below-market properties to grow wealth and generate income), Insight is able to offer clients an integrated and holistic financial service. For more information call 01603 268080 or visit www.insightifa.com