In 2014, Jack achieved a first class honours in his Business Studies degree with a strong emphasis on finance. After a brief spell working in recruitment, Jack was introduced to FLM and decided to pursue a career in Wealth Management. Jack joined FLM as an Assistant Adviser in May 2015, working with Charlie Okell.
Jack likes to keep himself fit in the gym and has now taken up golf to keep himself occupied during the summer months when snowboarding isn’t an option.
Jack is driven by the rewarding feeling of helping a client fulfil their financial objectives. He is determined to ensure that this is done in a hassle-free way for the client, ensuring that they have more time on their hands to do the things that they enjoy. He is currently completing his Diploma in Regulated Financial Planning and working alongside an established adviser has allowed him to gain unprecedented experience.
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
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