Jack Drinkwater HW Fisher 020 3967 8630
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Jack Drinkwater

Chartered Financial Planner

I’m a Chartered Financial Planner with over 10 years industry experience and a qualified Fellow of the Personal Finance Society.

It’s my view that everyone should seek professional advice when it comes to their finances. No matter what life stage you are at; whether you’re starting a family, approaching retirement or looking to pass on your wealth to the next generation; I believe receiving expert advice from an experienced financial planner is invaluable.

People seek advice from solicitors, accountants and medical professionals as these fields are highly complex and making a mistake can be costly. Why should our personal finances be any different?

My job is to give clients clarity when it comes to choosing a suitable pension, or an investment strategy tailored for a specific goal, and all other aspects of financial planning. It really is about adopting a holistic approach that fully appreciates the client’s circumstances, but most importantly it’s about forming long-term relationships built on empathy and trust so that my clients know that whatever happens in life; their finances are well looked after.


Expertise

  • Wealth management
  • Retirement and Pension Planning
  • Protection and insurance – life cover, critical illness cover, income protection etc.
  • Savings and Investment Advice
  • Corporate protection and financial planning
  • Long Term Care planning

Memberships

Member of the Personal Finance Society
Chartered Insurance Institute
The Society of Mortgage Professionals


Contact us

We’d love to hear from you. To book an appointment or to find out more about our services: