Meet Jake

At work

Jake has worked in Financial Services since 2016 after graduating from Manchester Metropolitan University with a first-class degree in Financial Services, Planning and Management.

As one of our Chartered Paraplanners, Jake provides technical support to our advisers, helping to ensure clients receive high-quality, well-researched financial planning advice. He works closely with both advisers and clients and is always looking for opportunities to further develop his knowledge and expertise.

As a Chartered Fellow, Jake has achieved one of the highest levels of professional qualification within the financial planning profession, reflecting her commitment to technical excellence, ongoing professional development and the highest ethical standards.

At home

Outside of work, Jake enjoys maintaining an active lifestyle and can often be found in the gym or playing golf at his local course. More recently, he has taken up snowboarding and enjoyed his first skiing holiday in Val Thorens.

A keen football fan, Jake is a loyal supporter of Manchester United.

When he’s not keeping active, Jake enjoys spending time with his wife and taking long walks with their dog, Tilly.