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Jonathan Pook

1825 Financial Planning - DipPFS

Jonathan Pook is a financial services professional with extensive expertise in tax-efficient investments, asset management, wealth planning, and banking.

He is a diploma qualified Financial Adviser with a background in people management, fund operations, and client services.

Jonathan Pook received education from Blatchington Mill Secondary School, Blatchington Mill Secondary School & Sixth Form College, and studied Banking, Accountancy, and Finance at the University Of Hertfordshire.

With a rich professional history, Jonathan held roles such as Fund Operations Manager at The Ingenious Group, Paraplanner at 1825 Financial Planning, Financial Products Operations Manager at Octopus Investments, Head Of Client Servicing, New Business Team Leader, and Assistant Case Manager at Octopus Investments, as well as worked as a Junior Financial Consultant at Key Financial Consultants.

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Location

London, Greater London, United Kingdom