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Jack Cunningham
Financial Manager
As a financial advisor with years of experience in the industry, I understand the importance of providing customised solutions that meet the unique financial needs and goals of you the customer. With a focus on personalised service, I work closely with you to take into account your individual circumstances, risk tolerance, and long-term objectives.
I have strong analytical skills, attention to detail, and a deep understanding of financial principles and practices. Making it easier to communicate complex financial information to you in a clear and concise manner.
Advisory Credentials
Professional certifications – Certified CeMAP Qualified
Financial Conduct Authority Regulated
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Creation and management of financial plans for clients
Attention to detail and accuracy in financial analysis and reporting
Up-to-date with the latest financial trends and regulations
Advice and guidance based on your unique financial situations and goals
Experience
Over 10 years professionally in estate agency customer service. Sales confirmations and customer management. Experienced knowledge of different financial products and services, such as mortgages, mutual funds, and insurance policies
Familiarity with financial software and tools used for financial analysis and reporting