Jay Newman
Senior Client Services Executive
Professionally
Jay Newman has worked in financial services since 2023 and has developed a strong understanding of the role that effective financial planning can play in helping clients achieve their goals.
Jay particularly enjoys supporting advisers by helping them understand and review their clients’ financial circumstances. He takes satisfaction from providing the information and insight advisers need to make well-informed recommendations that are aligned with their clients’ individual needs and objectives.
With a commitment to continued professional development, Jay is currently working towards achieving his Advanced Diploma in Financial Planning.
- DipPFS
Personally
Outside of work, Jay enjoys spending time with family and friends. He is a keen sports enthusiast and enjoys both playing and watching a variety of sports, including football, golf and padel.
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Get in touch today to discover how we may be able to assist you.
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