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Jonathan Bird
Employee Benefit Adviser
  Direct: 01883 332269
  Office: 01883 332260

Jon holds the Diploma in Financial Planning and is a member of the Personal Finance Society, the UK’s professional body for financial advisers.

Jon has been working in the pensions industry since 1998, focusing on the Employee Benefits sector since 2004.  Since that time, Jon has gained valuable experience managing portfolios of Group Pension, Health and Protection schemes, dealing with all aspects of the business from design and implementation through to ongoing advice and support to both corporate clients and their employees.

Jon joined Wingate in 2014 after working with a specialist consultancy, designing and implementing Employee Benefit Programmes for start-up companies in London and the South East. Prior to this, Jon worked for several national brokers and financial advisers where he enjoyed various roles.

At Wingate, Jon specialises in Company Pensions, Auto Enrolment and Corporate Protection, providing advice to pension scheme members in addition to technical support to the corporate advisers.

Jon lives with his family in Dorking and in his spare time enjoys football, music concerts, travelling and spending time at home.

  • Diploma in Financial Planning
  • CII R01 – Financial Services, Regulations and Ethics
  • CII R02 – Investment Principles and Risk
  • CII R03 – Personal Taxation
  • CII R04 – Pension and Retirement Planning
  • CII R06 – Financial Planning Practice
  • CII R08 – Pensions Update
  • CII GR1 – Group Risk