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.
Qualifications
Meet the rest of our team
The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Bristol,
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