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Jack Whitford DipIA, ACSI
Financial Planner
I’m a Financial Planner based in Pembroke’s Brighton office, where I help individuals and families make confident, informed decisions about their financial future. Before joining Pembroke, I worked alongside Financial Planners at a leading investment management firm, supporting them in delivering tax-efficient strategies tailored to each client’s goals.
I’m passionate about helping clients define what’s most important to them, whether that’s starting a financial plan, preparing for an early retirement, supporting children, or simply enjoying life with greater financial freedom. I believe that a clear, robust financial plan can be a powerful tool in helping people make confident decisions, adapt to change, and achieve lasting peace of mind.
I’m currently working towards Chartered Financial Planner status and pride myself on taking a calm, practical approach to navigating financial complexity with clarity.
Outside of work, I love to travel and try new food, both of which take on a new dynamic with two young sons. I also enjoy playing golf, watching football and rarely miss the Formula 1.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
