Jon Tate
Professional:
I take pride in helping clients bring clarity and confidence to their financial lives. I believe good advice goes beyond numbers — it’s about understanding what truly matters to each person and building a plan that supports it. Whether I’m helping someone prepare for retirement, invest wisely, or protect their family’s future, my focus is always on making complex decisions feel simple and achievable.
Personal:
Most of my time outside work is spent with my young daughter, who keeps me equally busy and entertained. Between park trips, bedtime stories, and the occasional impromptu soft play, there’s rarely a quiet moment but I wouldn’t have it any other way. When I do get the chance, I enjoy good food, being outdoors, and planning our next family adventure.
Find out more about Jon
The UK – there’s so much variety and hidden gems without needing to go abroad.
I Wish by Stevie Wonder (I’m a fan of the old school classics).
Songs in the Key of Life – Stevie Wonder.
Tony Stark (Iron Man) – because he combines intelligence, creativity, and determination with a sharp sense of humour.
Drinking coffee.
Any kind of pie or crumble.
Authenticity, positivity, and ambition.
Doing nothing – I can’t stand sitting around without a purpose.
My daughter.
Spending time with my daughter, Being able to help others and Achieving something each day
Learning to fly a helicopter, Travelling across the US on a road trip and Running a marathon