Jon started working in the financial services industry in 1997/1998 in the UK and his roles started off in an administrator position and he worked up to that of a roving mortgage underwriter managing several brokers in and around London and Hertfordshire. He has just returned to the UK from Durban, South Africa – where he has lived and worked for the last 5 years.
For three and a half years In South Africa his positions were Employee Benefits Consultant/Team Manager. The remaining time was as Wealth Planner for a specialised investment company. His main focus was to liaise with High Net Worth clients, render financial advice on local and offshore investments, estates planning and retirement planning.
Whilst there he successfully passed the NQF5 Higher Certificate in Financial Planning (CII Level 4 Diploma Equivalent) and he plans on continuing his studies now he is back in the UK and would like to become CFP qualified.
Jon loves his family time and has a 13 year old son called Cameron and baby daughter Gia, cooking, socialising, exercising and playing guitar.
Contact Jon Pollard
Tel: 01284 812 858