Jack works with corporate executives to build, grow and protect their long-term wealth.With five years’ experience in wealth management, he focuses on retirement planning, designing bespoke investment strategies that give clients clarity and confidence about their future. He also advises on tax-efficient early-stage investing through EIS and VCT structures, helping clients access high-growth UK opportunities while managing risk and tax exposure.
Jack takes a practical, straightforward approach, helping clients make informed decisions without unnecessary complexity. He holds a Master’s degree in Economics and a CII Diploma in Financial Planning, and is on track to achieve Chartered status in 2026.
