With over 15 years’ experience in the financial services industry, Kirk, who is originally from Devon, moved ‘up North’ in 1997 to study for a degree in Music. Following his graduation, he spent six years working as a professional musician in a 60s tribute band but, after the group split, he made the move into finance.
Initially appointed by Aviva as a Sales Executive, Kirk spent a total of nine years with the insurance and savings products provider. During that time, he learnt a great deal about the UK finance sector in a number of different roles, and gained direct experience dealing with investments, pensions and insurance products.
He then moved to a Doncaster-based ‘at retirement’ specialist, where he was given the opportunity to qualify to be an Independent Financial Advisor and ultimately became a member of the London Institute of Banking & Finance (LIBF). Over the last four years, Kirk has gained an immense level of experience by providing expert retirement advice, for up to eight clients a day, helping them to get the best from their pensions and investments.
“Finance, particularly personal finance, can be a real minefield,” comments Kirk. “Some people I speak to will have a good idea of what products are available and what they want to achieve, but others are simply not aware of the full range of opportunities that are out there. I take great pleasure in sitting down with all individuals and couples, irrespective of their knowledge or expectations, and aim to put a truly bespoke solution together that will take them to a better place financially.”
Concludes Mark Jones, Managing Director of Jones & Co: “I’m delighted to welcome Kirk to the Jones & Co team because he understands our ethos of putting clients first along with bringing a wealth of pension knowledge to the firm. He is very much interested in supporting and advising them, on a long-term basis, to achieve their financial goals.”