Jack Gorgon

Jack is a UK-qualified Level 6 Financial Advisor with a Statement of Professional Standing from the CISI.  

 Originally from London, Jack spent a number of years in Europe working for institutional property investment funds where he conducted high-volume commercial property transactions and has a track record in the 100s of millions.  He returned to the UK and now has over 10 years of experience in financial services in various roles including private client stockbroking, trading as well as providing holistic financial planning advice.  

Jack is a Certified Financial Planner, Chartered Wealth Manager and Chartered Fellow of the CISI and also holds multiple advanced qualifications/degrees in management accounting, investment and marketing. Jack believes in continuous personal development and is pursuing further qualifications in US taxation and also further international licencing. 

Jack likes to explain complex terms in clear English and helping clients in achieving their personal financial goals in a clear and tax-efficient way. 

Areas of Expertise

• Pensions 

• Investment Advice  

• Financial Advice 

• Lifestyle/ Cash-flow Financial Planning 

• Tax (including UK Inheritance Tax / IHT planning) 

• Asset management 

• UK clients 

• US clients 

Qualifications

• Level 6 Diploma for Financial Advisers (UK) 

• Four Investment Advice Diplomas (CISI) - Private Client Advice, Equities, Derivatives & Financial Planning 

• Chartered Wealth Manager 

• Certified Financial Planner 

• CFA Society (UK) – Level 4 Investment Management Certificate 

• Statement of Professional Standing (UK) – Chartered Institute of Securities & Investments (CISI) 

• Chartered Marketer  

• Chartered institute of Marketing- Post Graduate Diploma and Full Member of CIM 

• MSc in Marketing 

• Chartered Institute of Management Accountants -Advanced Diploma in Management Accounting  (15/16 exams passed of CIMA program)  

• MAAT (Member Association of Accounting Technicians) 

• Member of the Chartered Institute of Management 

• North American Securities Administrators Association Series 65 Uniform Investment Adviser Law (USA) 

• Affiliate of the Society of Trust & Estate Practitioners