“Helping people to achieve their financial dreams and aspirations is at the heart of everything I do. I have a strong enthusiasm for investment and take pride in using this passion to help our clients.” “
- Locations
- Cardiff
Jack is an Investment Manager in our Cardiff office providing investment advice and managing the portfolios of private clients. With a long-standing passion for investment markets and utilising the experience gained during his years as a Portfolio Manager, Jack helps his clients reach their goals by providing tailored investment portfolios for them. He commonly works alongside our financial planners taking a holistic approach to wealth management.
Having joined the Cardiff office in 2016, and worked on several teams within the office, Jack has built up experience in a number of areas including working with the specific requirements of families, trusts, and business owners/ entrepreneurs.
Jack is a Fellow of the Chartered Institute for Securities & Investment, having won the Institute’s awards for the highest score for both his Level 4 and Level 7 qualifications. Outside of work Jack spends most of his time with his wife, two young daughters, and dog.