Jack started in financial services in 2017 shortly after graduating from Queen’s with an engineering degree. Over the past 9 years he has built his experience across different roles and specialisms within financial services, including six years living and working in Australia where he owned a commercial finance business. That time abroad broadened both his outlook and his approach, dealing with clients from all walks of life. Jack returned to the UK and joined Navigate IFA in 2026 as an Independent Financial Planner.
He believes financial planning should be straightforward, personal and built around what really matters to each client. Jack enjoys helping people step back from the noise, get clear on their goals and put a practical plan in place to support the life they want to live. For him, it’s about doing the right thing every time and making sure clients feel confident about the future.
He is currently working towards Chartered status and is on track to finish at the end of 2026, continuing to strengthen the advice and expertise he brings to his clients.
Jack is married to Ashlea and they have two young children, Lenny and Indy, as well as Pip the chihuahua. Outside of work you’ll usually find him cycling, keeping fit or making the most of time outdoors with the kids, whenever the weather permits.
About Jack
Jack started in financial services in 2017 shortly after graduating from Queen’s with an engineering degree. Over the past 9 years he has built his experience across different roles and specialisms within financial services, including six years living and working in Australia where he owned a commercial finance business. That time abroad broadened both his outlook and his approach, dealing with clients from all walks of life. Jack returned to the UK and joined Navigate IFA in 2026 as an Independent Financial Planner.
He believes financial planning should be straightforward, personal and built around what really matters to each client. Jack enjoys helping people step back from the noise, get clear on their goals and put a practical plan in place to support the life they want to live. For him, it’s about doing the right thing every time and making sure clients feel confident about the future.
He is currently working towards Chartered status and is on track to finish at the end of 2026, continuing to strengthen the advice and expertise he brings to his clients.
Jack is married to Ashlea and they have two young children, Lenny and Indy, as well as Pip the chihuahua. Outside of work you’ll usually find him cycling, keeping fit or making the most of time outdoors with the kids, whenever the weather permits.
Hear From Jack
Dedicated to helping clients make confident financial decisions through clear, personalised advice tailored to their goals and future aspirations.
