Jack Roach

Areas of expertise

• International & Cross-Border Financial Planning
• UK Wealth Structuring & Tax Optimisation
• Retirement Planning
• Cashflow Modelling

Experience

Since graduating from Exeter with an Economics degree, Jack has over 9 years of experience dealing with both private and corporate clients in the Financial Services industry. He started his career at Eos Wealth Management (now Close Brothers Asset Management), where he gained significant experience satisfying the investment and financial planning needs of high-net worth net individuals and corporate entities.

Jack joined Evelyn Partners in 2022, as an Associate Financial Planner based in London. His focus is on developing long-term relationships with clients, including both UK-based individuals and those with international planning considerations, with a particular speciality in providing complex and technical advice. He is a both a Chartered Financial Planner of the Personal Finance Society and an Affiliate Member of The Society of Trust and Estate Practitioners (STEP).

Professional qualifications and memberships

• (CII) Chartered Financial Planner of the Personal Finance Society - APFS
• (STEP) Affiliate Member of the Society for Trust & Estate Practitioners