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Meet the team at Chartered Independent Wealth Management

Jack Wakeman DipPFS CertPFS (DM)

Technical Administrator

Jack joined Chartered Independent in October 2022 under the Government Higher National Apprenticeship scheme. He has completed his Level 4 Diploma in Regulated Financial Planning and is currently working towards the Advanced Diploma. Outside of work, Jack keeps both Marine and Tropical fish, and enjoys playing badminton and swimming.

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Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk

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Tel: 01952 250024 | Email: admin@ciwealth.co.uk

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The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Chartered Independent Ltd is an Appointed Representative of Best Practise IFA Group. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. Chartered Independent Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 622580. Chartered Independent Limited can also be found at Companies house (https://find-and-update.company-information.service.gov.uk/company/08030712). The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk or you can contact the helpline on 0800 023 4 567.

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