Jack is a Wealth Manager at Investment Quorum and provides his clients with expert financial advice on investments, pensions, estate planning, wealth protection, tax services and more.
Jack works with corporate executives and business owners 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 has achieved Chartered Financial Planner Status, holds a Master’s degree in Economics and a CII Diploma in Financial Planning.
