Background
Jack is a Financial Planner with CityLife Galway. He is a Qualified Financial Advisor (QFA) and a Specialist Investment Adviser (SIA). He is currently studying towards the CFP® designation, recognised globally as the leading standard in financial planning and Wealth Management. He has completed modules in tax and estate planning, along with risk management and insurance (FPRA).
Jack supports clients in protecting what matters most, helping ensure their hard-earned funds are working effectively, and assisting them in maximising their long-term financial outcomes. He provides bespoke financial advice across a wide range of areas, including retirement and estate planning, lump sum investments, and regular savings strategies for both personal and corporate clients. His work is supported by detailed financial modelling and analysis.
Favourite Part of working at City Life Galway
“I enjoy working with clients to help them become more comfortable, confident, and tax efficient in managing their current and future finances, allowing them to focus on the things in life that matter most to themselves.”
Interests
“I particularly enjoy spending time in the stables at home with the horses, keeping up with current affairs, getting out to see any kind of sports, and getting a bit of sun and travel in when the chance permits!”