0330 038 8941
Based in Sidcup
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2024
4.9 out of 5
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: 11 May 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
4
Recent Client Reviews
Jack has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 4 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: 08 April 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.
5
Qualifications Uploaded
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jack has provided information on their typical fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 18 first impressions)
100% of users who are not yet clients had a positive first experience with Jack
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 18 first impressions)
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: 11 May 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
4
Recent Client Reviews
Jack has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 4 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: 08 April 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.
5
Qualifications Uploaded
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jack has provided information on their typical fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 18 first impressions)
100% of users who are not yet clients had a positive first experience with Jack
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 18 first impressions)
My aim is to support my clients through their financial journeys and allow them to make informed decisions to meet their financial planning objectives. Often financial jargon can provide a barrier to understanding, hence I look to make the complex simple for you. My approach to financial planning starts with getting to know my clients' (and often their families) unique situation in order to build a bespoke financial plan. I am firm believer that lifetime cashflow modelling is an important tool to understand how to structure your finances and underpins future important life decisions. Being part of clients lives throughout life-changing events can ultimately provide you with peace of mind and allow you to enjoy the lifestyle you desire. I started my journey in the financial planning industry in 2017 with a Kent-based firm of Independent Financial Advisers. Prior to working as an adviser, I spent a number of years in a technical role, which has given me strong foundations for providing comprehensive financial planning solutions. I thoroughly enjoy getting to know what's important to an individual and being the first port of call for any query, no matter how big.
Offers available through VouchedFor
Contact Jack through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
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