Jack in the spotlight

Meet Jack Pitman


At Work

Jack started with us in 2021 having left college and deciding he wanted to cut his teeth in the world of financial planning. Jack absolutely smashed his apprenticeship in 2023 with a grade distinction. He is currently responsible for posting off and chasing information requests for clients. He has been enjoying his role so much, that he is now successfully working his way through his finance exams, with the goal of becoming a Financial Planner one day. Jack is so determined, we are certain it won’t take him long!

At Home

Jack loves to both play and watch golf, he also loves to spend his time with his friends, going out and having a good time.

It’s all about developing relationships

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