Jack Harris

Paraplanner

Jack joined us after graduating with masters degree in Accounting & Finance from Swansea University. His role as a paraplanner involves him writing annual review letters and suitability reports, conducting in-depth analysis of clients’ plans and providing assistance to our advisers.

Jack holds the Diploma in Regulated Financial Planning (“DipPFS”) from the Chartered Insurance Institute (CII).

When he’s not at work, Jack enjoys training at the gym, playing football, rugby and golf.  He also enjoys watching football, he’s a big Manchester United fan.