Jack joined AV Trinity in 2019 as a Trainee Adviser, having previously worked for Santander.
“I am delighted to be given the opportunity to work for AV Trinity, a truly independent and multi award winning institution. Throughout my time in finance, I have worked very hard to build my knowledge of the industry and look forward to continuing to build on these foundations. I take great pride in advising clients in the most appropriate way, to help them achieve their long-term goals and aspirations, monitoring this along the way to ensure each client's financial plan remains aligned to their objectives. Outside of work I am a keen sportsman and an avid Chelsea FC fan."
How I can help
- Holistic financial planning
- Financial protection
- Pre and post-retirement planning
- Personal investment advice