Jack Mercer
Senior Client Services Executive
Professionally
Jack has worked in financial services for over three years and has developed a strong foundation of knowledge across financial planning and investment management.
He holds the Diploma in Regulated Financial Planning (DipPFS), alongside the Certificate in Discretionary Investment Management and Certificate in Securities Advice and Dealing. His qualifications reflect his commitment to developing his technical knowledge and providing a high standard of service to clients.
- Diploma in Regulated Financial Planning (DipPFS)
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
Personally
Outside of work, Jack is described as generous and a great cook. He enjoys keeping active and spending time outdoors, with gym sessions and hiking among his favourite ways to spend his spare time.
Jack in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
© Copyright Craven Street Wealth Limited 2026. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: Lawrence House, Summer Hill, Harbledown, Canterbury, Kent, CT2 8GT
The Financial Ombudsman Service is available to settle complaints between individuals and financial services businesses that they are not able to resolve themselves. For full details of the Financial Ombudsman Service please visit the FOS’ website.
Production