Jack Farmer

Financial Planner

I graduated from Keele University in July 2019 with a degree in accounting and management.

I worked part-time at a bank whilst at university which led me down the line of financial advice.

After graduating, I attended a careers day at Wealth Experts and found out about a role as a Trainee Financial Planner.

My strengths are being to understand and interpret a client’s position and paint a picture of their future finances.

What do you enjoy most about your job?

Seeing the difference we can make to clients’ lives. A client could be anxious about retirement and their future and we’re able to take all of that anxiety away. And being able to tell a client they can retire now.

Being an integral part of clients’ lives means we’re part of the journey.

How do you most like to spend your time outside of work?

I’m into sports like football, cricket and boxing. I’m a season ticket holder at Stoke City (unfortunately). And I also like to cook and socialise with friends.

Something guaranteed to make your day better…

A rare Stoke City win.

Hearing a client is comfortable with their financial positon/happy to retire.

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