Client login Get in touch Client login Get in touch

Jack Payne

Chartered financial planner
07547434085
jack@monentipartners.com
Important information
Qualifications

Qualifications

AdvDipIP - Advanced Diploma In Financial Planning

This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

R07 - Advanced Mortgage Advice

Advanced Mortgage Advice develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

CeMAP Diploma

The higher level qualification enables advisers to differentiate themselves from their peers and develops specialist knowledge of the mortgage industry to provide clients with an enhanced level of service.

ER1 - Equity Release

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

CeRER - Certificate in Regulated Equity Release

This qualification develops an extensive understanding of the environment, products available and the circumstances where equity release is an appropriate solution for the customer.

CertPFS (DM) - Certificate in Discretionary Investment Management

The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

FCA Register

Professionally speaking...

Jack enjoys building trusted relationships and creating clear, structured plans that keep clients aligned with their wider financial objectives.

He began his career specialising in mortgages and protection before moving into wealth management as a paraplanner and later progressing into a financial planning role.

That wealth of experience has given him a rich technical knowledge across investment planning, retirement planning, and cashflow modelling, which he uses to help our clients better understand their finances and make informed, efficient long-term decisions.

Personally speaking...

Away from the office, Jack enjoys keeping active through running, gym training, and golf.

A lover of travelling, Jack enjoys trips discovering new places to eat, and following his beloved Leeds United whenever possible.

On an ideal weekend, you can find me

Hopefully watching a Leeds United win, ideally at the pub or in person, followed by a celebratory curry.

My favourite holiday destination is

Argentina, due to the brilliant food, unbelievable scenery, and football-mad locals.

The three qualities that draw me to new people are

I like people who are warm, personable, and easy going. If that’s you, we’ll get along very well.

Meet the wider Monenti Partners team

Alistair Hopton

Director & Chartered financial planner

View Alistair's profile
Tom Rawlings

Director & Chartered financial planner

View Tom's profile
Fiona Dias

Operations manager

View Fiona's profile
Aaron Hicks

Chartered financial planner

View Aaron's profile
Harry Bushnell

Chartered financial planner

View Harry's profile
Lelan Spence

Financial planner

View Lelan's profile
Oliver Dennis

Chartered financial planner

View Oliver's profile
Anthony Phillips

Paraplanning manager

View Anthony's profile
Sarah Griffiths

Senior Paraplanner

View Sarah's profile
Richard Flowers

Client associate

View Richard's profile
Charlie Dashfield

Client associate

View Charlie's profile
Sam Crowley

Senior administrator

View Sam's profile
Sarah Wiltshire

Client executive

View Sarah's profile
Rob Scarrott

Client executive

View Rob's profile
Richard Dunbabin

Non-executive director

View Richard's profile
Alan Marks

Adviser to the board

View Alan's profile
Stephanie Easton

Senior people and culture adviser

View Stephanie's profile
Jacquetta Jackson

Fractional finance director

View Jacquetta's profile

At your service

Whether you are exploring financial planning or seeking clarity on a specific question, we are always happy to talk. Complete the form and we will contact you within 24 hours to arrange an initial, no-obligation conversation.

    Monenti Partners
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.