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Jack Powell
Chartered Paraplanner
Jack joined in 2019 as a paraplanner and has worked hard to earn the well deserved accolade of Chartered status. He previously worked in pensions for four years before moving on to financial planning.
In his day-to-day role, Jack assists Ian with a variety of recommendations for pensions, investments, mortgages and equity release. He researches and analyses potential new products and reviews current products. He also deals with clients and carries out transactions for them. As a Senior Member of the support team, Jack also helps shape the risk and compliance processes and mentors other support team members.
Jack lives in Wraxall with his wife and little girl. Away from the office, he is a keen golfer and spends far too much time watching all manner of sports. To relax after an adrenaline-filled day of sport, Jack likes to get stuck into a good book.
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