Dave Jackson

Financial Advisor @Cullen Wealth

Manchester, GB

I currently work in a hybrid role supporting the Financial Planning Director at Cullen Wealth, where I assist with some of our most important and complex client relationships. This hands-on experience has given me valuable exposure to high-level planning strategies and client service at the top end of the profession.I completed my Diploma in Regulated Financial Planning last year and am now well on my way to achieving Chartered status.Alongside this, I’m beginning to build my own client bank and am now opening up to professional connections who may have clients in need of trusted, tailored financial advice.

Chartered Insurance Institute

level 4 Diploma in Regulated Financial Planning, Financial Planning and Services