Alongside his CFP qualification, Jack is a Chartered Life Underwriter, broadening his capabilities in the sector. An intergenerational wealth transfer specialist, Jack works closely with the team to ensure clients achieve their personal & investment objectives. His specific interest in alternative and ESG investing brings an essential dynamic to the PWA team.
The team welcomes your enquiry. Our commitment is to be available as required by clients. Your enquiry will be managed with absolute confidentiality.