Stoke-on-Trent
Jack joined Perspective in November 2025 as part of the Wealth Experts acquisition.
With over seven years of experience in financial services, Jack brings a strong academic foundation in Accounting and Management from Keele University, alongside early industry experience at Halifax. Achieving Chartered status at just 25, Jack is passionate about helping clients navigate the complexities of financial planning.
Jack’s role involves working closely with clients to build bespoke financial plans that offer clarity and peace of mind. This includes cashflow modelling, investment reviews, retirement and tax planning. What drives Jack most is the opportunity to make a meaningful difference in each client’s life, recognising that every individual’s financial journey is unique.
Outside of work, he enjoys spending time outdoors, hiking, taking train day trips, and walking his dog. He is also an avid player of Pickleball, Padel, Golf, and Darts, and a proud season ticket holder at Stoke City.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
