Jack has built his career between London and New York, advising high-net-worth individuals with complex, cross-border financial needs. He is uniquely qualified to provide regulated financial advice in both the UK and the US, offering seamless guidance to clients with transatlantic interests.
Jack has built his career between London and New York, advising high-net-worth individuals with complex, cross-border financial needs. He is uniquely qualified to provide regulated financial advice in both the UK and the US, offering seamless guidance to clients with transatlantic interests.
Jack holds a degree in Business Economics from Sheffield Hallam University and has passed the Series 65 – Uniform Investment Adviser Law Exam in the United States. In the UK, he is a Level 4 member of the Chartered Insurance Institute, having completed the Diploma in Regulated Financial Planning, and is currently working toward his Level 6 qualification, which will grant him Chartered status — the industry gold standard for financial professionals.
Specializing in the UK–US corridor, Jack is committed to providing tailored, forward-looking financial strategies that preserve and enhance his clients’ wealth across jurisdictions. His approach ensures continuity of advice and long-term planning aligned with each client's lifestyle, legacy goals, and evolving cross-border considerations.
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