Jake is Private Clients Team Leader, a Financial Planner, and he joined us in July 2014. He is based at our Market Harborough office.

Qualifications and experience

Jake graduated with a 2:1 degree in BSc (Hons) Economics for Business from Leeds Metropolitan University (now Leeds Beckett University) in 2013 and has over six years’ experience in the financial services profession. Jake is currently Diploma qualified and has also achieved a number of industry recognised qualifications. He is currently studying towards becoming a Chartered Financial Planner and subsequently achieving Fellowship status. He is also a member of the Chartered Insurance Institute, Personal Finance Society and Society of Mortgage Professionals.

About Jake

Jake recently got married to his partner, Jess. Jake likes to keep active by going to the gym and playing cricket for his local village team. He is a keen sports fan and likes to watch football (Leeds United), cricket, Rugby League (Leeds Rhinos) and horse racing. After graduating university, Jake decided to go globe-trotting for 7 months, spending time in Australia, South America and South-East Asia spanning 11 different countries, seeing and experiencing things that he will never forget!