Jack currently holds the Diploma in Regulated Financial Planning and the Certificate in Mortgage Advice from the Chartered Insurance Institute (CII), which enable him to advise his clients on pensions, investments, mortgages and protection. As an Independent Financial Adviser, Jack works for his clients, not for the product provider or mortgage lender. He attends to the entire process from start t
o finish, researching the whole market using the latest tools and technologies, saving you hours of wading through and completing paperwork. Our aim has always been to provide a highly personalised, professional, and friendly financial planning service, with a focus on building long-term relationships based on a profound understanding of each client’s needs and objectives. We have worked with hundreds of individuals, families and businesses seeking to realise their financial ambitions and protect their loved ones. We are mindful that you need a bespoke financial plan that’s crafted just for you and your family – and that’s what we can provide. Jack’s outside interests include going to the gym, skiing and cricket, having been a part of Warwickshire CCC Academy through his youth. Intelligent Financial Advisory's head office is in Lutterworth and Jack lives in the Warwick / Leamington area. He has clients located all over the UK and video appointments are available should this be more convenient for you. If you feel you could benefit from my services, or know of anyone who would, please feel free to get in touch and we would be more than happy to see how we can help.
