Meet Jack

With over twelve years’ experience in financial services, including eight years in banking and four years as a Financial Adviser, Jack brings a broad range of knowledge and practical experience to his role as a Paraplanner.

Having worked directly with clients, Jack understands the importance of delivering clear, well-researched and tailored financial planning solutions.

As a CII Level 4 qualified Paraplanner, he enjoys the technical side of financial planning, taking pride in producing accurate, detailed research and reports that support advisers in delivering the best possible outcomes for clients.

Jack is committed to maintaining high professional standards and ensuring every recommendation is thoroughly considered.

Outside of work, he enjoys spending quality time with family and friends, as well as playing golf and football.

Qualifications

Bachelor of Arts (BA) in Economics & Finance

Diploma in Regulated Financial Planning