OBJECTIVE WEALTH - Key Persons
Jack has recently qualified as a financial planner, passing the Chartered Insurance Institute (CII) Diploma in Financial Planning. He joined Objective Wealth as a mortgage advisor having previously worked in the corporate world of financial services. With an excellent track record in mortgage and protection advice, he is now building strong relationships with both new and existing wealth management clients.
Honest, jargon-free advice that is accessible to everyone, coupled with his personable nature, ensures that excellent customer service is at the core of his values. Jack is married to Emma with whom he has two young children, Harrison and Jasmine. They all live in Worthing with their firstborn, Freddie the dog.
With a growing family, Jack still finds time to squeeze in some sport and has played both rugby and football locally. He is also a member of Goodwood Golf Club and a founding member of the Objective Wealth Golf Society.
Job Titles:
- Customer Relationship Manager
Joanna brings her Client Management skills from the Pharmaceutical Industry where she was a highly successful Key Account Manager for 12 years, introducing new therapies into the NHS and Private healthcare sector.
For the past ten years, she has been Co-Director of her husband's Customer Relationship Management Consultancy whilst raising their three young children.
Joanna lives in the countryside on the outskirts of Horsham. In her free time, Joanna loves to indulge in a bit of retail therapy in town, or to work on her fitness, and can quite often be seen running in the local area.
Job Titles:
- Managing Director
- Managing Director & Head Financial Planner
John has twenty years of experience as a financial planner and has seen huge changes to the industry - having encountered the biggest financial crisis in living memory. John has been the point of contact for many families in making life-changing financial decisions and is now dealing with the three generations of these families.
Helping people continues to provide fuel for John's passion for financial services. He believes that straightforward, concise guidance is what people require along with the reassurance that he is in regular contact. In starting Objective Wealth, John understands that adaptability is central to the company's principles whilst offering strong leadership through life's challenges.
John is married to Rachel and they have six children. He has continued to find time to indulge in his love of rugby, largely by ensuring that all children have some involvement in the game. John's playing days are drawing to a close, however, he does turn out for the Pulborough when selected.
Mark joined Objective Wealth in May 2019 and has worked in the financial services industry for the last 15 years. In this time, he has attained the Chartered Insurance Institute's (CII) Diploma in Financial Planning and completed the Advanced Diploma unit ‘(AF3) Pension Planning'. He is currently working towards Chartered status.
Mark believes using technology is an integral part of financial planning. Technology can bring financial planning to life in front of clients, helping them to understand where they currently lie and provide a pathway forwards to achieve their aims and objectives.
Mark lives in Chiddingfold, near Godalming, with his wife and three daughters. He enjoys playing cricket in the summer months and still attempts to play rugby from time to time.
Job Titles:
- Will Writer & Administrator
Rachel has over two decades of experience in financial services and became a fully qualified Will Writer after seeing that legacy planning was frequently ill-considered in the industry.
Formerly in retail banking, Rachel also has experience with mortgages and all aspects of financial administration.
Rachel is married to John and they have six children. She is involved with the Wisborough Green Primary School and enjoys a variety of fitness pursuits - where she ran her first marathon in 2018. Her main passion remains to be yoga.