Meet Jack Bewick
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 joined Intelligent Financial Advisory in 2023, with the aspiration of becoming a fully-fledged Financial Adviser.
He is currently studying towards the Diploma in Regulated Financial Planning, which will enable him to advise his clients on pensions and investments, as well as continuing to offer mortgage advice.
As a Mortgage Adviser, Jack works for his clients, not for the mortgage lender. He attends to the entire process from start to finish, saving you hours of completing paperwork and searching for the right mortgage type and best interest rate available.
He is mindful that you need a mortgage that’s crafted just for you and your life – 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.
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 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
