What do Gen Xers want from financial services?
4 Feb 2020
What do Gen Xers want from financial services?

They may be in their prime earning years, but Gen Xers are feeling financial pressure as they juggle the costs of caring for older and younger family members with an urgent need to save for retirement. So, what’s the best way to help them navigate their complex budgets and future monetary needs?

Ion Tsakalis

Ion Tsakalis is the founder of Roxboro, an independent financial adviser. He is a fellow of the Chartered Insurance Institute and a chartered financial planner. Since 1991, he has specialised in investment, retirement, and estate planning.

JD Rainey

JD Rainey is the founder and CEO of Finmo, a tax solution for freelancers and sole-traders. He has spent more than 15 years in the financial services industry after graduating from MIT and has worked for British and European start-ups including Wagestream, Future Finance, Klarna, and Artisan Finance.

Jo Peters

Jo Peters spent 20 years in international agencies working for brands such as Nike and Playstation. Having set up her trend consultancy, Jo volunteered with Samaritans. In 2020, she trained as a coach with the Co-Active Training Institute, helping clients make positive changes in their professional and personal lives. Jo recently studied with Climate Change Coaches, partnering with those wanting to take action on this vital systemic issue. Together with writing on consumer trends and design, Jo loves the big outdoors, from the beach in Shoreham-by-Sea where she lives to MTB on the South Downs.