Professional:
I am the Chief Operating Officer at Clarity Wealth, responsible for the day-to-day running of the firm. My role is to make sure the experience behind the advice is as good as the advice itself. That means work happens when we say it will, every client gets the same standard of service, and our advisers are free to spend their time with the people they look after.
I have spent nearly a decade in wealth management operations, including several years helping build the infrastructure of a national advice business through a period of significant growth. I hold the CII Diploma in Regulated Financial Planning and am working towards the CISI Level 7 Chartered Wealth Manager qualification.
Clients rarely see the operational side of a financial planning firm, and that is rather the point. When it works well, it is simply not something anyone has to think about.
Personal:
Outside of work, I love travelling with my wife, exploring landmarks, cuisines, and the unique qualities of each countries culture.
Music has been a huge part of my life since an early age, going to live music events and adding to my ever expanding (and never quite complete!) record collection has been a passion of mine for years.
Most weekends you’ll likely find me socialising with friends and family or out hiking in the countryside with my wife.
Find out more about Jeff
At a live music event with family, friends and a few beers.
Japan
The Smiths – “There is a light that never goes out”
Linkin Park – “Hybrid Theory”
Michael Scott (The Office)
Planning the perfect travel itinerary!
Lemon cheesecake
Humour, Intelligence and Considerate
When someone doesn’t say please or thank you.
My first guitar
My wife, music and a cup of tea.
Seen the northern lights, climbed Machu Picchu, been to Yellowstone National Park.
