Financial Adviser
Online, Nationwide
Jack works with clients across the UK via video call. The quality of advice is identical to in-person, and for many clients, the convenience is considerably better.
Same advice. Different format.
Everything Jack does in person, he can do equally well on a video call. The conversations are the same. The depth of understanding is the same. The quality of advice is the same. Only the commute disappears.
Many of Jack's clients actually prefer working online, particularly those with demanding jobs or young children, who value the ability to have a meaningful financial conversation without rearranging their day around it.
If you are in London, Edinburgh, Manchester, Bristol, or anywhere else in the UK, Jack can work with you. He is not restricted to a particular region, and works with a wide range of trusted providers through the Openwork Partnership.
Video consultations
Zoom, Teams, or a simple phone call. Whatever you are most comfortable with. No specialist tech required.
Around your schedule
Evenings and weekends available. Jack works around you, not the other way around.
Fully regulated, trusted providers
FCA regulated through Openwork Limited. Access to a wide range of trusted providers. No geographic restrictions on advice.
What Jack can help with, online
The full scope of financial advice, available to anyone in the UK.
Protection
Income protection, life insurance, and critical illness cover, all of which can be arranged fully online without sacrificing quality or care.
Pensions
Pension reviews, consolidation, retirement planning. Distance has never been a barrier to getting your pension right.
Investments
ISAs, investment accounts, and tax-efficient strategies. Everything Jack does in person, he can do just as well on a call.
Tax Planning
Structuring your money efficiently. Particularly valuable for self-employed clients and business owners wherever they are in the UK.
Wherever you are, let's talk
The first conversation is free and entirely without obligation. Jack will listen, ask the right questions, and tell you honestly what he thinks might help, wherever in the UK you happen to be.
