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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


We have been impressed with the personal service received from Wise &Co, the speed at which our questions get answered and our accounts are attended to. Our business has grown substantially since we've been with Wise & Co.
Manufacturing client


18th January 2018
Could digital transformation boost busines

17th January 2018
ACA exam success

16th January 2018
Outsourcing for SME businesses


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