About Jack
"My passion for financial planning comes from a deep-rooted belief that our money should be used as a tool to live our lives, and using that tool efficiently is imperative to achieving a strong and secure financial future."
I joined the Penny Group in October 2023 as a Trainee Financial Planner after graduating from UWE with a degree in Banking and Finance . I’m excited to work with my clients creating a more financially secure future. I am currently working towards my Advanced Diploma in Regulated Financial Planning to continue my development.”
