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Advisers > Jack Spotwood

Jack Spotwood

Chartered ALFBF & Later Life Specialist, CeMAP

Jack is a highly respected and trusted Chartered Financial Adviser who provides bespoke, face-to-face financial planning to both private individuals and corporate clients. Known for his calm, thoughtful approach and unwavering commitment to his clients’ goals, Jack helps individuals, families, and businesses make confident, informed financial decisions.

With a strong focus on goal-based planning, Jack takes the time to understand what matters most to each client—whether it’s securing a family’s future, planning for retirement, or supporting employee wellbeing within a business. His advice is always tailored, clear, and structured, helping clients navigate even the most complex financial landscapes with clarity and confidence.

Jack has extensive experience working in both corporate and private client environments. For businesses, he offers strategic advice on employee financial wellbeing, benefits, and long-term planning. For families and individuals, his approach is holistic and relationship driven.

Clients consistently value Jack’s integrity, clear communication, and ability to simplify complex decisions. Many of his relationships span years and generations, a reflection of the trust he builds and the long-term care he provides.

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About

Jack began his financial services career in 2013 with Lloyds Banking Group, initially as a Mortgage Adviser. He quickly progressed into broader financial roles, contributing to colleague training and leading initiatives focused on improving the client experience. This early exposure gave him a strong foundation and a deep understanding of clients’ evolving financial needs.

As a Chartered Financial Adviser with the Advanced Diploma in Financial Advice, Jack is committed to continuous professional development in an ever-changing industry. His deep technical knowledge and client-first ethos enable him to deliver robust, forward-looking financial strategies, always tailored to the unique goals of those he works with.

Outside of work, Jack enjoys mountaineering, cycling, and climbing – pursuits that reflect his resilience, focus, and love for a challenge.

If you’re seeking a financial adviser who genuinely listens, understands your ambitions, and supports you every step of the way—Jack is here to help.