Jack Beattie
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Jack Beattie Email & Phone Number

Location: London, England, United Kingdom 8 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Role
Associate
Location
London, England, United Kingdom
Company size

Who is Jack Beattie? Overview

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Quick answer

Jack Beattie is listed as Associate at Fortress Wealth Partnership Limited, a with 13 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jack Beattie.

Jack Beattie previously worked as Trainee Financial Advisor at Fortress Wealth Partnership Limited and Investment Consultant at Hunter Jones Group. Jack Beattie holds Combined Honours Business &Geography, Business & Economic Geography, 2.1 from Newcastle University.

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Email format at Fortress Wealth Partnership Limited

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Fortress Wealth Partnership Limited

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Profile bio

About Jack Beattie

Trainee adviser at Fortress Wealth Partnership Ltd a Senior Partner Practice of St. James's Place Wealth Management.As a Senior Partner Practice of St. James’s Place Wealth Management, Fortress Wealth offers face-to-face financial advice, whilst having access to their distinctive investment approach, and the backing and reassurance of investing with a FTSE 100 company.St. James’s Place offer a tailored service to all clients. The comprehensive Wealth Management advice service offered broadly covers:- Pension & Retirement Planning- Investment & Tax Structuring- Mortgages, Protection & Insurance- Inheritance Tax PlanningYour home may be repossessed if you do not keep up repayments on your mortgage.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Fortress Wealth Partnership Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives.

Current workplace

Jack Beattie's current company

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Fortress Wealth Partnership Limited
Fortress Wealth Partnership Limited
Associate
london, greater london, united kingdom
Employees
13
AeroLeads page
8 roles

Jack Beattie work experience

A career timeline built from the work history available for this profile.

Investment Consultant

London, England, United Kingdom

Consulting Investors on alternative investment opportunities primarily focussed around the Uk Property Market.These opportunities include both fixed rate bonds and off-market Buy To Let’s. Clients range from first time investors who require continual support and help, to experienced investors with established strategies that they wish to operate within. In order to tailor our services to this breadth of customers Hunter Jones provides in-depth consultations that enable targets to be clearly identified and long-term goals to be met. Our offices are based in Canary Wharf but our clients come from across the UK and beyond.The Hunter Jones Group directly raises funds for HJ Collection, a development company specialising in Permitted Developments.

Sep 2021 - Jan 2023

Founder

Beattie Independent Traders

United Kingdom

Beattie Independent Traders operates primarily as an e-commerce business under the name Enhance Your Home. We provide individuals, predominantly in Australia, with a range of high quality, affordable products for the home. The products are sourced from a number of international suppliers. Through creating this website and marketing my products I have gained a variety of skills in website design, branding, product sourcing, basic coding, cashflow management, primary accounting as well as social media marketing & targeting.Find us at: enhanceyourhome.orgBeattie Independent Traders Secondarily is involved in the trading of household furniture.

Feb 2020 - Dec 2022

Investment Management Summer Intern

- Summer internship for Caledonia Investments, a prestigious self-managed investment trust listed on the London Stock Exchange. It manages assets of circa £2bn across an international, multi-asset portfolio, with a focus on companies that have the potential to generate exceptional long-term shareholder value. - Rotated through three investment divisions including: Private Capital, Quoted Equity and Funds.- Analysed financial reports of private and quoted companies enabling me to create multiple financial models.- Identified KPI's of funds in North America and APAC markets to meet company strategies and growth targets.- Worked within a team to create an investment portfolio allocating £1 Billion across three asset classes including Private Capital, Quoted Equity and Private Capital, balancing risk and reward to create a framework for a sustainable return that enables an annual 30 million endowment to charity to be sustained.- Our team then presented our proposed investment strategy along with examples to a panel of industry experts.

Jun 2021 - Jul 2021

Warehouse Operative

Chalford, England, United Kingdom

Whilst at Bramblecrest I learnt about a variety of aspects of the business including unloading containers, assembling furniture, picking stock, loading delivery lorries and going on photo shoots. Additionally, I gained an understanding of their business model.

Jun 2020 - Aug 2020

Bartender & Waiter

Tetbury, England, United Kingdom

Since completing my A-Levels in June 2017 in University holidays I worked in the Gumstool Gastro Pub which is attached to the 4* Calcot Manor Hotel. Whilst there I developed my ability to work in a team and deal with a variety of customers ranging in age from 4 to 80. When required I dealt with customer complaints developing my ability both to mitigate and solve issues.

Jun 2017 - Aug 2019

Commis Chef

Saint-Bon-Tarentaise, Auvergne-Rhone-Alpes, France

Prior to going to University I completed a two week cooking course before working as a Chef for four months in a family hotel in Courchevel 1850. Whilst there in addition to improving my cooking ability, I learnt to work with a large variety of people in a high stress environment where strict deadlines could not be missed. As a result of this I’m more organised and more effective when it comes to dealing with both challenging and multifaceted tasks.

Dec 2017 - Apr 2018
Team & coworkers

Colleagues at Fortress Wealth Partnership Limited

Other employees you can reach at fortresswealth.co.uk. View company contacts for 13 employees →

1 education record

Jack Beattie education

FAQ

Frequently asked questions about Jack Beattie

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What company does Jack Beattie work for?

Jack Beattie works for Fortress Wealth Partnership Limited.

What is Jack Beattie's role at Fortress Wealth Partnership Limited?

Jack Beattie is listed as Associate at Fortress Wealth Partnership Limited.

Where is Jack Beattie based?

Jack Beattie is based in London, England, United Kingdom while working with Fortress Wealth Partnership Limited.

What companies has Jack Beattie worked for?

Jack Beattie has worked for Fortress Wealth Partnership Limited, Hunter Jones Group, Beattie Independent Traders, Caledonia Investments Plc, and Bramblecrest.

Who are Jack Beattie's colleagues at Fortress Wealth Partnership Limited?

Jack Beattie's colleagues at Fortress Wealth Partnership Limited include Miles Starling Dippfs, Jessica Lever, Alex Flynn, Cfp™, Stan Cape, and Susanne Reading.

How can I contact Jack Beattie?

You can use AeroLeads to view verified contact signals for Jack Beattie at Fortress Wealth Partnership Limited, including work email, phone, and LinkedIn data when available.

What schools did Jack Beattie attend?

Jack Beattie holds Combined Honours Business &Geography, Business & Economic Geography, 2.1 from Newcastle University.

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