Jake is a Chartered Financial Planner with over 10 years of experience working in the Financial Services sector. He specializes in helping individuals, families, business owners, and senior executives maximize their personal financial journey to achieve their goals and objectives. Providing high-quality financial advice is a significant responsibility and needs to be done correctly.
Jake places emphasis on making the complex appear simple while building long-term relationships based on trust. He is committed to combining industry experience with an advanced level of qualifications to provide expert advice in a wide range of specialist areas, such as retirement planning, tax-efficient investment planning, long-term care, and much more.
Geography is no barrier for Jake, who supports clients all over the country, offering a range of options to suit everyone, including:
• Face-to-Face Meetings
• Online Video Meetings
• Telephone Meetings