Jack Pitman


"The three things I love about my job are we all get on so well as a team, I can go to anyone in the team for help and support and the fact that I am constantly learning."


Jack started with us in 2021, having left college and deciding he wanted to cut his teeth in the world of financial planning. He’s currently responsible for posting off and chasing information requests for clients.

Jack smashed his apprenticeship in 2023 with a grade distinction. He’s now successfully working his way through his finance exams, with the goal of becoming a Financial Planner one day.

Rest and play

When he’s not at work, Jack spends his time on the golf course, at the gym, or going out with his friends.

Jack enjoys watching movies and TV shows, and likes Formula 1 racing. His dislikes include seafood, rain, and cats.

Jack in the spotlight

On an ideal weekend, you can find me:

Playing golf or at the gym.

My favourite holiday destination is:


If I could be any fictional character, I would be:

James Bond.

If I could turn any activity into an Olympic sport, I would win a medal in:


When the dessert menu arrives, I’m looking for:

Some sort of chocolate cake or ice cream.

The three qualities that draw me to new people are:

Similar interests, having a good sense of humour, and if they’re friendly.

My pet peeve is:

Being late.

The best gift I’ve ever received is:

A watch for my 18th birthday.

The three small things that make my day better are:

Wearing a watch, having my phone on me, and food.

Three things I haven’t done so far include:

Buy a house, skydive, travel the world.

Meet the rest of us

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