He joined the industry when he left university in 2016 and has been a Financial Planner since 2020. Before becoming a financial planner, he worked as an administrator and Paraplanner.
Jake finds it rewarding to help his clients meet their financial goals and sees the relief this brings, whether it be retirement or planning a once in a lifetime holiday.
In his free time, Jake enjoys traveling and supporting his football team. He also spends time socialising with friends by playing Padel regularly and going to the gym
