Jon Tate
Wealth Consultant
Wealth Consultant
I have more than two years’ experience working within financial services, having previously worked with pensions, transfers, benefits from pensions, client communications and more.
My current role involves all things admin, as well as applications, fund switches, and processing income and contributions. I mainly interact with clients over the phone and email, providing a convenient contact point.
Outside of work, I enjoy exercising, whether that is in the gym or going for long hikes. I consider myself very sociable, so I also like to spend time with friends and family.
Outside, on a long hike
It was Yorkshire, but now I live here
‘I Wish’ by Stevie Wonder
Greenday, American Idiot
Tony Stark (Iron Man)
Loving all things pizza
Sorbet
Confidence, energy, openness
Being late
A toy Lamborghini
Work, friends and family, pizza
Hiking around the Lake District, visiting Italy, winning the lottery