BSc (Hons) MSc FPFS
Jack is a Chartered Financial Planner. He has worked in Financial Services since 2018 and joined Attivo in 2019. Jack holds the Diploma in Financial Planning and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). Jack is also a qualified Occupational Pension Specialist.
Jack has been nominated as Young Achiever of the Year at the Professional Adviser Awards 2023.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Jack holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Jack holds the following Advanced Financial Planning Papers:
Financial planning: Jack develops holistic financial strategies that align clients’ goals, resources, and lifestyle priorities across all stages of life.
Investment planning and Business financial planning: He constructs and reviews investment strategies and portfolios aligned with risk tolerance, time horizon, and defined objectives.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
