0127 376 7897
Based in Hove
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FCA status: Certified by Firm
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
Last checked: 14 June 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
21
Recent Client Reviews
Jack has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jack has not yet added their qualifications to their profile
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Jack has not yet added their qualifications to their profile
Transparent Fees
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Jack has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
Last checked: 14 June 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
21
Recent Client Reviews
Jack has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jack has not yet added their qualifications to their profile
Qualifications not yet added
Jack has not yet added their qualifications to their profile
Transparent Fees
Jack has not yet added their fees to their profile
Fees not yet added
Jack has not yet added their fees to their profile
With over five years’ worth of financial advice experience across multiple areas, I am a qualified independent financial adviser en route to chartered status. I have a diploma in regulated financial planning, a first class degree in management (BSC Hons), have completed AF5 and will shortly have my final result for AF8. I’m a strong believer in trying to make every meeting relaxed and enjoyable so they never feel like a chore and to enable me to fully understand your own situation and circumstances. This sets the foundations for working towards your long-term goals and preferred outcomes together. I specialise in investment advice, tax planning, retirement and pension planning, business relief investments, insurance and protection and succession planning. I also work alongside business owners and the self employed to help future proof themselves financially and to provide financial wellbeing for their employees. I take pride in delivering a holistic approach to financial planning so that no stone is left unturned, tailoring advice to suit your specific needs and financial goals. Away from work I am a big football fan and I watch my team Norwich as often as possible. I also have a keen interest in boxing and taking my dog Wesley out for long hikes.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jack's clients
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