Jon’s background is in the Financial Services industry working for Financial institutions.
Working with the Society since November 2016, Jon has oversight and control of all aspects of the new business processes.
Jon is a sports enthusiast, and when family life allows him to, he enjoys playing golf, football and skiing.
Kevin has been in Financial Services for over 25 years covering all aspects of Financial Planning, working across several FTSE 100 firms over the years. He joined the Society in March 2024.
Kevin’s main responsibility is to oversee and manage New Business at the Society.
Outside of work Kevin enjoys playing tennis & golf and watching football. He also loves the outdoors, spending many a weekend with his wife and friends walking/hiking 10k plus, either in a coastal setting or across Somerset.