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Meet Jack...

 

Jack graduated from the University of Leeds with a 1st Class Honours in Business Management in 2020. 

 

He entered the Financial Services Industry straight from university as a Mortgage Adviser and later joined Intelligent Financial Advisory in 2023 as a fully-fledged Financial Adviser. 

 

Jack currently holds the Diploma in Regulated Financial Planning and the Certificate in Mortgage Advice from the Chartered Insurance Institute (CII), which enable him to advise his clients on pensions, investments, mortgages and protection.

As an Independent Financial Adviser, Jack works for his clients, not for the product provider or mortgage lender. He attends to the entire process from start to finish, researching the whole market using the latest tools and technologies, saving you hours of wading through and completing paperwork.

He is mindful that you need a bespoke financial plan that’s crafted just for you and your family – and that’s what he can provide.

 
Jack’s outside interests include going to the gym, skiing and cricket, having been a part of Warwickshire CCC Academy through his youth.

Jack Bewick Financial Adviser


Mission Statement

 

Outstanding customer care is at the heart of everything we do. 

 

Our aim has always been to provide a highly personalised, professional, and friendly financial planning service, with a focus on building long-term relationships based on a profound understanding of each client’s needs and objectives. 

 

We have worked with hundreds of individuals, families and businesses seeking to realise their financial ambitions and protect their loved ones. 

 

We believe that it all begins with having a clear vision. With this clarity, we combine tailored advice and experience-led implementation to bring this collaborative vision to life, providing peace of mind and confidence so that our clients can enjoy life’s journey.

Who are Intelligent Financial Advisory?

 

Established in 2015, the team at Intelligent Financial Advisory has many years’ experience providing practical financial planning advice to people, families and businesses.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Intelligent Financial Advisory, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Want to know more?

Contact me for a friendly chat on 07539 250 865 or email jack@i-fa.org.uk


Rated
"Excellent"

 

"Jack was highly recommended to us when we started our house buying journey, and it was the easiest decision we made throughout the whole process. He was extremely helpful, knowledgeable and had a genuine desire to help us with all of our queries and was dedicated to getting us the best deal on the market at the time.

 

We couldn’t ask for a better Mortgage Adviser. Thank you Jack for everything you have done so far. We really appreciate your hard work and would absolutely recommend you to anyone looking to buy a house."

Sam

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