Jack joined W1M in May 2026 as a Business Development Consultant. He is responsible for developing existing relationships and creating new business opportunities with financial advisers across the East and Southeast region. Prior to joining W1M, Jack spent several years supporting financial advisers at firms including Morningstar and Transact. Most recently, he was part of Morningstar's distribution team, promoting their Managed Portfolio Service and Multi-Asset fund range. Jack began his career as a Junior Stockbroker at Redmayne Bentley, giving him a strong foundation in investment markets, adviser relationships, and the wider financial planning landscape.
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