Jack joined us in 2019 as a paraplanner and has recently earned his 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.
Jack lives in Wraxall with his wife and child. 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.