Jack initially began his studies at the University of Bath, completing a bachelors degree in Sport and Exercise Science. However, soon after leaving University he decided to enter the financial services industry, and has been studying as a trainee financial adviser since June 2019. Jack works closely alongside Jeff Fawcett on pensions and investments, and hopes to work his way to becoming chartered.
Since joining Strategic Solutions Jack has become a member of the Under 35s Financial Planners group and the Personal Finance Society. Jack lives in Bournemouth with his girlfriend, and enjoys playing football and golf on the weekends.
Jack is a member of the Personal Finance Society and holds the following qualifications:
LP2 - Financial Services Products and Solutions
FA1 - Life Office Administration
R02 - Investment Principles and Risk
R03 - Personal Taxation
R04 - Pension and Retirement Planning
R05 - Financial Protection
J10 - Discretionary Investment Management