Jack began his Financial Services career with the Halifax bank over 13 years ago. Since 2015 Jack has been looking after his client's finances, and longer-term objectives, at St. James's Place.
As an adviser, Jack is passionate about helping clients to achieve their goals. As their financial needs change over time Jack provides a personalised, face to face planning service. He hopes to build long standing relationships with not only his clients, but their families too, as he firmly believes in intergenerational financial planning.
Jack in the past has worked with clients from a range of different sectors, in particular the chartered surveyor and law partner communities, helping them face a range of different challenges. He is also very keen to offer his expertise by providing financial wellbeing days to the staff of different businesses, he has recently worked with a number of business’s including the DoubleTree by Hilton Hotel, Leeds where he provided a drop-in day every 6 months for staff to ask any questions they may have about their personal finances on a one-to-one basis.
Outside of work Jack likes to spend time with his wife Louise and their 6-year-old daughter Summer who keeps him on his toes. Jack is also a season ticket holder at Leeds United along with his father and for a few hours each week it provides an escape from work and family life, providing him with some much-needed relaxation as well as bonding time with his father whom he is very close to.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.