With over seven years of experience in financial services, Jack brings a strong academic foundation in Accounting and Management from Keele University, alongside early industry experience at Halifax. Achieving Chartered status at just 25, Jack is passionate about helping clients navigate the complexities of financial planning.
Jack’s role involves working closely with clients to build bespoke financial plans that offer clarity and peace of mind. This includes cashflow modelling, investment reviews, retirement and tax planning. What drives Jack most is the opportunity to make a meaningful difference in each client’s life, recognising that every individual’s financial journey is unique.
Outside of work, he enjoys spending time outdoors, hiking, taking train day trips, and walking his dog. He is also an avid player of Pickleball, Padel, Golf, and Darts, and a proud season ticket holder at Stoke City.
