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Jak has worked in Financial Advice for his whole career (over 7 years) and, until recently, at the largest wealth management firm in the UK. Jak gets real satisfaction from helping his clients to be in a better position than when they initially came to him. He is fully CII qualified with the Level 4 Diploma in Regulated Financial Planning.
Jak strives to deliver a personal and specialised service to clients by building long-term relationships and constructing solid financial plans to meet their goals and objectives.
- Retirement Planning
- Estate/Inheritance mitigation (or) management
- Corporate Planning
- Debt Financing