Jack holds a Diploma in Financial Planning. He started working part-time at the Practice in 2011 whilst completing a Business Studies course, it was during this time that he realised his passion for the financial services industry. Since then he has undertaken extensive training at the St. James’s Place Next Generation Academy in order to become a fully qualified Financial Planner.
Jack prides himself in offering a bespoke and personal service to all clients, and he is dedicated to providing relevant and insightful advice. Jack is able to advise you on a wide range of Financial Planning areas, including Pension planning, Protection against financial risk and Savings and Investment Planning.
Melanie joined the team in September 2017 as an administrator and since then has worked her way up to operations manager.
She is responsible for the smooth running of the office and offering clients a friendly and efficient point of contact. She is also responsible for managing David and Jacks diaries.
Abbie joined the company in 2015, bringing with her many years of experience in the private sector. She is now thoroughly enjoying the challenges her role as Financial Paraplanner offers.
Abbie’s role is integral to ensuring that David has the right information and documentation to take to meetings. She also ensures that the client’s requirements are dealt with and administered in a professional and timely manner.
The team continues to expand with the addition of Jack in June 2019.
Jack has always known he wanted to pursue a career in the Financial Services industry, and as such had an easy decision in attending the university of Lincoln near to where he grew up.
Dannii is the newest member of the team starting with the Practice in September 2019. She is dedicated to achieving high levels of client satisfaction and her passion and enthusiasm shines through in her work.
She will be supporting both Abbie and Melanie in their roles, including managing both David and Jack’s diaries. Dannii is excited to embrace the challenges her new role offers and is keen to develop her role within the company.