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Our people

Toby Carmichael-Jack ACSI, DipPFS

Toby advises individuals and businesses on all financial planning matters including pre-and post-retirement, investments, estates, cash flow forecasting and corporate pensions. He particularly enjoys helping clients to meet their financial goals and believes this is best achieved through a combination of getting to know clients, understanding their objectives and technical knowledge.

Toby has previously worked at Group Rapport (part of the Fairstone Group) and Chase de Vere. In 2016, he joined Fish Financial and continues to be impressed with the use of technology within the firm, allowing for true holistic financial advice.

He is an associate member of the Chartered Institute for Securities and Investment, a Diploma qualified member of the Chartered Insurance Institute and was featured as one of Citywire's top 35 financial advisers under the age of 35 in 2016.

When he is not busy working, you will likely find Toby at the gym or socialising.

Toby Carmichael-Jack


I have always found Stephen Morgan to be very friendly, helpful and interested in my business. I am more than happy to recommend the services of Wise & Co to anyone who needs them.
Utilities client


20th July 2017
Staff exam passes

19th July 2017
Fit for business

18th July 2017
Making Tax Digital update


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