Zack
Prior to joining McMillan Financial Advice Zack worked as an analyst for Sussex University, dealing with a wide range of issues but specialising in budgeting and reporting. Zack has transferred these skills and now provides a broad base of advice to help clients find solutions to the financial issues that are important to them and their families.
Zack advises on all areas of wealth management which include retirement planning, protection and savings and investment planning. His focus is on maintaining a long-term relationship with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Outside of work Zack is a big sports fan with a keen interest in football, cricket, American football and basketball (or anything competitive!)
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
