“It’s a privilege to build trusted relationships with clients, supporting them through every stage of life and turning their financial goals into achievable plans.”
- Locations
- London, St. James’s
Jack joined RBC Brewin Dolphin in 2023 as a Wealth Executive. In his role he supports Wealth Directors provide holistic financial planning advice to financially complex clients.
Jack’s role involves researching client need versus current provision, working with Wealth Directors to formulate coherent financial plans, before producing the suitability reports to implement such. Jack attends client meetings, offering help and guidance in relation to investments, pensions, protection and estate planning.
Jack, who is a member of the Chartered Insurance Institute, began his career in financial services in 2019 at Stephenson Johnson Financial Planning in Yorkshire. He relocated to London in 2021, continuing his career at Timothy James and Partners, where he gained the CII Diploma in Regulated Financial Planning. Jack is now actively working his way towards becoming a Chartered Financial Planner.