Client-Centered Approach

Jake's dedication to client satisfaction is evident in his commitment to building long-term relationships and providing ongoing support. He ensures you feel empowered throughout your financial journey.

Customised Solutions

Investment Planning: Jake crafts personalised investment strategies based on your financial situation, risk tolerance, and long term aspirations.

Retirement Planning: He helps you navigate pension schemes, savings plans, and income strategies to create a roadmap for a secure future.

Protection Planning: Jake safeguards your financial well-being and loved ones' future with personalised insurance and protection plans.

Long-Term Care Planning: He guides you through planning and managing potential long-term care costs, ensuring you're well-prepared. This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.

Going Beyond the Numbers

Jake prioritises understanding your unique goals and motivations. He simplifies complex financial concepts, empowering you to make informed decisions and feel confident about your finances.

Personalised for You

His focus on bespoke solutions ensures all recommendations perfectly align with your priorities.

A Well-Balanced

Approach Jake's dedication extends beyond work. His hobbies, like traveling and spending time with family, contribute to a well-rounded perspective, allowing him to maintain a healthy balance in his professional life.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.