Jack’s background in engineering and sales was fulfilling, but he didn’t see it heading in the direction he had hoped for. He had always been drawn to wealth management for its potential for both personal and professional development, as well as the opportunity to work directly with clients to help them achieve their financial goals. He decided to make a career change and began studying for his Diploma for Financial Advisers (DipFA) qualification with the London Institute of Banking & Finance (LIBF). 

He joined the Academy as a qualified individual in Term 2, which meant he was able to get in front of clients quickly. The training expanded his industry knowledge, and further developed his soft skills. 

Now, as a financial adviser, Jack leverages his relationship building skills he honed in his previous background to assist clients in creating their financial plans and achieving financial freedom more quickly.