“It’s great to help our clients meet their financial goals. If they are not quite there yet, then telling them that by following x, y and z we can achieve them together is very rewarding.”
- Phone number
- 020 320 13766
Jack is a Senior Wealth Executive in the 1762 from Brewin Dolphin office. He supports the Wealth Directors in constructing holistic financial plans for high-net-worth individuals, and their wider families, with complex needs. These cover areas such as tax-efficient investing, estate planning, retirement planning, income planning and protection.
Jack joined 1762 at the start of 2019 after gaining 6 years of experience as a Paraplanner with a national IFA network. He has Advanced Diplomas in Financial Planning from both the Chartered Insurance Institute and the London Institute of Banking and Finance and is an Associate Member of the Personal Finance Society.