Jack Smith DipPFS

Financial Planner

Work History
Jack has worked in the industry since 2015. He initially completed a Wealth Management Business scheme for a national financial advice firm specialising in SIPP and SSAS retirement planning. He was promoted to paraplanner, gaining valuable knowledge by assisting the CEO on a wide range of complex financial planning requirements. Jack was determined to become a fully qualified financial adviser, so passed his regulatory exams and gained the expertise required to advise clients and business owners on their retirement, tax and investment planning.

What do you like best about your job?
Jack enjoys helping individuals squeeze the most security, enjoyment and satisfaction from their hard earnt money. Jack aims to simplify and demystify personal finance, to encourage clients to dream big and prioritise what it is that will make their life rewarding. This is the most satisfying part of the role. Although, those ‘aha’ moments when a client buys into a solution or plan by talking excitedly about how they are going to commit to the plan and how beneficial it would be for them are also really rewarding.

Interests outside of work?
Jack loves spending time with his young daughter, walking, hiking, cycling and most outdoor activities. He also likes to cook, build lego and travel.

Office
Penn Barn

Mobile
07500 970259

Email
jack@fmifa.com

Accreditations
Member of the Personal
Finance Society

Contact Jack

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Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.