Jack Newman
Financial Adviser
FCA reference number: JHN01024
Since joining Hargreaves Lansdown in 2011, I have gained a huge array of knowledge of the industry. I now work with a variety of clients to help them achieve their goals by putting into place clear, tailored and thoughtful recommendations.
Since joining Hargreaves Lansdown in 2011, I have gained a huge array of knowledge of the industry. I now work with a variety of clients to help them achieve their goals by putting into place clear, tailored and thoughtful recommendations.
Expertise
Financial planning Investment management Protection
Qualifications
- Advanced Diploma in Financial Planning
Region and method of advice
Based in North Somerset, I work with clients over the phone or via video call.
Based in South West
Phone and Video call
Region & method of advice
Based in North Somerset, I work with clients over the phone or via video call.
Approach and experience
The area I enjoy most in my role is breaking down jargon and complication into simple language which gives you confidence in your future investment journey. The clients I speak to vary from those who are looking to invest for the very first time, through to experienced investors who want to take their investment strategy to the next level.
My entire purpose is to ensure you feel prepared for your future by making best use of your wealth. We will work together to ensure you are happy with what has been put in place, and why, whilst ensuring you know how this works for your future.
Personal interests
I love nothing more than family time with my wife and our two young sons. They keep us thoroughly busy and entertained, and I have already started to impart my love of football on them. Indeed, both will have no choice but to be long suffering Bristol City fans.