We have worked with Jack as our investment adviser for the past six years, and had no hesitation in continuing to deal with him when he moved to Private Wealth Advisers (formerly Grant Thornton Wealth Management). Jack has worked with us to design a solution that fits both our personal needs and current market condition. He has always worked hard to ensure that we are fully informed on all sections of the portfolio. I would have no hesitation in recommending Jack and Private Wealth Advisers to any of my friends or colleagues.
Our family trust has been working with Jack for the past two years. He has worked hard to put interesting investment opportunities in front of us, as well as ensuring that our investment portfolio is structured in accordance with our stated risk levels. We find Jack to be straight talking, able to explain concepts well, and great to deal with. We are very glad we found him, and to have his guiding hand on our investments.
It has been very refreshing to find financial advisers who are independent and have their clients’ interests as their main consideration in the advice they give. I feel I have been genuinely listened to and a portfolio designed with my own input also, that has performed exceedingly well.
I am a trustee of a substantial trust that has Jack Powell as its investment advisor. In my dealings with Jack I find him extremely professional and knowledgeable in the investment field. He takes great care to ensure that we as Trustees have full knowledge and disclosure of the investments he chooses. He provides a great deal of more useful information than other investment advisors I deal with. Jack is also passionate about his chosen profession and it is clear that he continuously updates his knowledge of investments that are available and of their performance and managers. I have no […]