Jack Shipley

Paraplanning Team Leader

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

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One Four Nine Wealth Magazine – Issue 12

July 17, 2024

The twelfth issue, July/August, of One Four Nine Wealth magazine

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Guide to building a bigger pension pot

June 21, 2024

A concise four page guide from One Four Nine Wealth

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Guide to estate planning

June 10, 2024

A 36 page guide from One Four Nine Wealth

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