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 ALFBF 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.
Prospera Wealth Management LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website https://www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved 14/08/2025