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Jack Shipley
Jack is part of the centralised paraplanning team at One Four Nine Group and joined in February 2023. With over a decade of experience within the financial planning industry, Jack fully understands the importance of trust between a client and their financial planner and the role paraplanners play in facilitating recommendations through thorough research and analysis. He is an integral member of the team working closely with Group Compliance and senior management to ensure staff are adopting Group processes and procedures whilst assisting in training for paraplanners.
With a desire to take the next step and become a financial planner, Jack will use his knowledge to build relationships directly with clients and help them achieve their financial goals later in 2024.
Jack is an avid football fan and takes any opportunity to watch Arsenal play and enjoys thoroughly inspecting his local away options.
Back to our team.
We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients
Latest News
Portfolio Review – August 2024
September 23, 2024
Chief Investment Officer's comments on global markets alongside a fund comparison
Guide to personal protection
September 12, 2024
A comprehensive 26 page guide from One Four Nine Wealth
One Four Nine Wealth Magazine – Issue 13
September 10, 2024
Issue 13, July/August, of One Four Nine Wealth magazine