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Wealth Management Assistant

Jago Haines

“After studying law at the University of Bristol, I'm enjoying the opportunity to put into practice everything that I've learnt. Guiding clients through what are often complicated or scary matters in the smoothest way possible is at the heart of everything myself and my team do.”

Jago, a law graduate from the University of Bristol, is a Wealth Management assistant working alongside team members in our Exeter office. He engages with clients through their case with the firm. This involves answering queries, initiating appointments and aiding solicitors to guarantee a client-centric service.

He takes pride in assisting clients in navigating a safe route through what could be considered a vulnerable stage of their life and ensures clients feel secure in their later life planning. He appreciates the value of connecting clients with the solicitor most suited to them to ensure a tailored service.