0330 038 8940
Based in Basingstoke
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
Last checked: 19 April 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
13
Recent Client Reviews
Jack has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jack has provided information on their typical fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
39
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 39 first impressions)
97% of users who are not yet clients had a positive first experience with Jack
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 39 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
Last checked: 19 April 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
13
Recent Client Reviews
Jack has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jack has provided information on their typical fees
Jack has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
39
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 39 first impressions)
97% of users who are not yet clients had a positive first experience with Jack
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Jack (based on 39 first impressions)
I'm a chartered financial planner who is passionate about supporting my clients with reaching their goals and ambitions throughout life, whilst giving them money peace of mind. I always start by getting to know my client, understand where they are, how they got there and where they want to be. I believe that you can only start the 'planning' when you truly understand the person and what their deepest aspirations are. Whether somebody needs help establishing when and how they can retire, how to invest appropriately to achieve their goals, how to pass wealth through the family tax efficiently or how to protect themselves and their families from any unfortunate events, I can help people achieve these things and much, much more.
Offers available through VouchedFor
Contact Jack through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jack's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
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Adviser Disclaimer
A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.