Jennifer Tack Bournemouth office
Jennifer Tack

Jennifer Tack

Senior Investment Assistant

Bournemouth

+44 (0) 1202 208 100

About me

I provide support to an experienced team of investment managers who focus on managing investment portfolios for private individuals, trusts, charities and pensions. I enjoy having direct contact with both clients and financial advisers on a daily basis, to whom I am a key point of contact to provide assistance.

Background/Experience

After joining the company in 2006, I initially provided administrative support, specialising in corporate actions, before being promoted to Investment Assistant, following the attainment of the Certificate in Investment Management in 2010. I am now a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI) and completed my Investment Advice Diploma in April 2017. Following the attainment of this qualification I was promoted to Senior Investment Assistant.

My interests

I have a wide range of sporting and recreational interests. They include cycling, lifting free weights, gardening and photography. I have completed the London Marathon and raised money for a charity close to my heart. I also enjoy cooking, long country walks and spending time with my husband, family and friends.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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We provide a bespoke service to our clients, within which we are constantly striving to go above and beyond expectations.

Jennifer Tack