Jack Ellis
Senior Technical & Advice Reporting Executive
Professionally
Jack is a strong team player who is committed to supporting both his colleagues and clients. Approachable and understanding, he takes the time to listen and build trusting relationships, helping those around him feel comfortable and well supported.
Jack enjoys being part of a collaborative team and takes pride in contributing to a positive experience for both clients and colleagues.
- Fellow of the Personal Finance Society (FPFS)
- CII Level 6 Advanced Diploma in Financial Planning (APFS)
- CII Level 4 Diploma in Regulated Financial Planning (DipPFS)
- CII Level 4 Certificate in Discretionary Investment Management (CertPFS)
- CII Level 4 Certificate in Securities Advice and Dealing (CertPFS)
- CII Level 3 Certificate in Mortgage Advice
- CII Level 3 Award in Long Term Care Insurance
- CII Level 3 Certificate in Financial Services (General Route)
- BSc (Hons) Accounting and Finance
Personally
Outside of work, Jack enjoys keeping active through running and walking his two dogs. He also enjoys spending time with and looking after his two children, making the most of family time when he’s away from the office.
Jack in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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