Jack McKenna
Associate Director
Financial planning
Areas of expertise
- Retirement planning and pension advice
- Protecting and growing wealth
- Pre and post business exit planning
- Inheritance tax planning
- Tax optimisation
- Cashflow modelling
Experience
Jack transitioned into financial planning following a two-year tenure as a young professional footballer.
Jack joined Tilney, which then became Evelyn Partners, as a Financial Planner in 2019 and has over 10 years' experience working in Financial Services.
Notable client work and achievements
Expertise and experience in working with high-net-worth clients from the following groups;
- Entrepreneurs and business owners
- Lottery winners
- Senior Partners of Accountancy and Solicitor firms
- Trustees
Professional qualifications and memberships
- BSc (Hons) Economics and Finance, 1st Class
- Diploma in Regulated Financial Planning, Chartered Insurance Institute