Financial Planner

After completing an MPhil in English Studies at the University of Cambridge as a John Crook Scholar, Alistair chose to follow in his father’s footsteps by pursuing a career in the financial services.

Alistair joined Tanager in February 2019 as an Investment Associate in the Investment Team, where he provided direct reporting and analytical support to the CIO and advisors.

In January 2021, Alistair transitioned to the Financial Planning Team to begin his training as a Financial Advisor. His time is now focussed on the production and development of robust planning strategies for our clients on either side of the Atlantic.

Alistair holds the Investment Advice Diploma (IAD) and Certificate in Paraplanning from the Chartered Institute for Securities & Investment and is working towards attaining the Chartered Wealth Manager Qualification.

Outside of work, Alistair’s time is divided between classic films, working out, and socialising with friends.

Contact Alistair

Degree

MPhil, English Studies, University of Cambridge (2018)

BA Hons, English, University of Derby (2016)

Professional Qualifications & Memberships

CISI Investment Advice Diploma (IAD)

CISI Certificate in Paraplanning

Contact info

Alistair Jackson

Section

Specialties

US/UK Financial Planning

Investment Research

“Beware of little expenses, a small leak will sink a great ship” – Benjamin Franklin