Get to know Jared
Jared is a Chartered Financial Planner (LIBF) with over a decade of experience specialising in retirement planning. After graduating in Chemistry, he made the switch to finance in 2013 to pursue his passion for helping people achieve their financial goals.
He prides himself on building lasting relationships with clients, taking the time to understand their needs and providing tailored financial solutions designed to support their long-term objectives.
Outside of work, Jared enjoys playing tennis and cycling, spending time with family and friends, keeping active, and making the most of weekends exploring the countryside.
In the spotlight
A cause or charity close to my heart is:
Improving financial literacy in schools, so more people can make informed decisions and feel secure about their future.
The biggest misconception about financial planning is:
That it’s only for the very wealthy. In reality, good financial planning can benefit anyone who wants to organise their finances and plan confidently for the future.
The most adventurous thing I have ever done is:
Travelling solo to a new country, immersing myself in the culture and experiencing life from a different perspective.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
