At work
Jack has been studying as a trainee financial planner since graduating from the University of Bath in 2019. He works closely alongside Jeff Fawcett, predominantly in a paraplanning role, supporting him with pensions and investments.
Jack also attends client meetings, keeps them up to date between reviews, and is hoping to work his way towards becoming Chartered.
At work
Jack has been studying as a trainee financial planner since graduating from the University of Bath in 2019. He works closely alongside Jeff Fawcett, predominantly in a paraplanning role, supporting him with pensions and investments.
Jack also attends client meetings, keeps them up to date between reviews, and is hoping to work his way towards becoming Chartered.
At home
Jack lives in Bournemouth with his girlfriend and enjoys playing football and golf on the weekends. His Sunday League team, Hadjuk FC, is named after a Croatian football team that he and his friends like to visit each year!
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
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