Jack is a Chartered Financial Planner and a Fellow of the Personal Finance Society. His role as a Financial Planning Assistant is to work closely with our Financial Planning Directors, assisting them in delivering suitable outcomes and financial advice to new and existing clients. He joined Rathbones in 2020 as a Client Service Executive and is working towards being a Financial Planner. He now has almost 5 years’ experience of assisting private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including but not limited to: investment planning, retirement planning and estate planning.Jack also holds the title of Master of Engineering (MEng). He obtained this when achieving a first-class Masters degree in Chemical Engineering from Newcastle University. Prior to joining Rathbones, Jack lived in Newcastle and worked as a Chemical Engineer for a large manufacturing company, EGGER (UK) Ltd. EGGER is one of the leading manufacturers of wood based panels in the United Kingdom.Jack currently lives in London but is from a small town just north of Manchester. Outside of work, Jack enjoys spending time with his fiancée, family, and friends. He is also is a keen fitness enthusiast and enjoys travelling the world, experiencing new places and cultures.