Jon Tate

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.

Find out more about Jon

Outside, on a long hike