Q & A with Jon

How did you get into financial services?

I was looking for a career where I would speak to people face to face and where I could make a meaningful impact and help people. I have always had an interest in finance, though I found it confusing. Learning about finance so as to be able to help people who, like me, found it confusing seemed to be a good direction to go in and I really enjoy seeing peoples money work positively for them. I joined Insight in October 2024.

Before joining Insight, I have had a few careers. I was in the police for 13 years and more recently I have worked for one of the Big Four consultancy firms in London, working mainly in risk and compliance and resilience roles.

What do you love helping clients with?

I really like helping people make the most of their money, in a tax efficient way.

What advice have you given that helped a client and made you proud?

Identifying that a client could retire years earlier than they expected.

More about Jon

What’s your personal financial freedom dream?

To be able to retire with enough money to indulge my passion for travel.

Tell us about something you’ve done to help your community?

I volunteer as a rugby youth coach at Norwich RFC.

What’s the best thing you’ve ever spent money on?

Travel.

What’s the one luxury you could never give up?

My mattress.

What’s something colleagues would be surprised to learn about you?

I was, for one semester, a Visiting Professor in a New York University.