Jack graduated from Leeds University with a BA Hons in History in 2017. Jack decided to pursue a career in financial services and began working at a Principle Partner Practice of St James’s Place Wealth Management. During his time at this Practice, Jack trained as a Paraplanner and enjoyed the analytical side of the role which saw him making sure client money was invested correctly with St. James’s Place Wealth Management.
Jack became Diploma qualified with the Chartered Institute of Insurance in 2020 after deciding that he wanted to move into a client facing role as a Wealth Manager. Jack then joined the AAG team in 2020 as an Associate Wealth Manager working closely with Oliver Tunnicliffe, Senior Wealth Manager and Associate Director. Jack is looking forward to learning from Ollie and soon advising his own clients.
Outside of work, Jack loves to keep active and enjoys travelling and seeing friends and family.