Private Client Manager
Jack Lynch began his career in 2014 when he joined Balmoral Asset Management in Edinburgh, completing the firm’s adviser training programme and attaining his Diploma in Regulated Financial Planning through the Chartered Insurance Institute (CII). He went on to work with Balmoral as a Financial Planner, supporting clients across a broad range of wealth management needs.
Following Balmoral’s acquisition by Progeny Wealth in 2023, Jack continued in his role as a Planner, contributing to the firm’s expanded advisory team. After two successful years, he took a year long career break to travel, broadening his personal and professional perspective before returning to the industry with renewed focus.
In 2026, Jack joined Blevins Franks as a Private Client Manager in the Marbella office. He now provides financial planning and investment review services to clients across the region, ensuring their wealth strategies remain aligned with their objectives and are structured as efficiently as possible from a tax and cross-border perspective.
Jack is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority. He is a member of the Chartered Insurance Institute (CII).