Michael Jack

Michael Jack

Financial Planning Director
Glasgow office

About me

As a Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice, specialising in retirement planning and inheritance tax planning.    

Background/Experience

With over two decades of experience in financial services I progressed from being an administrator, to a paraplanner, to a financial planner. I have found particular learnings in all my roles which have helped me gain the knowledge required to provided a great service to my clients. With the world changing at an ever increasing speed, I challange myself to keep learning to ensure that I am always in a position to offer the best possible advice. I have also achieved the highest qualifications in financial planning to ensure that I possess the knowledge required to provide a high quality advice.

Qualifications include:

  • Fellow of the Personal Financial Society  
  • Chartered Financial Planner  
  • Chartered Wealth Manager 

 

My interests

I like to keep fit through either running or work outs at the gym. I also enjoy playing my guitar and relaxing with a good book.

My areas of expertise

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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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Biking on the hills
Michael Jack

I take great satisfaction in helping my clients achieve their goals and feel grateful to be in a position where I can add real value.