Meet our team

Jack joined Credo in 2021, initially working as an Account Manager supporting the management of private client portfolios. In 2025, he transitioned into the role of Junior Wealth Manager, focusing on building relationships and advising clients across a range of investment and planning needs. Jack holds an MSC in Finance from UCL, a Diploma in Regulated Financial Planning (DipPFS) and has passed Level 1 of the CFA.

---