Qualifications
Get to know Jake
Jake joined financial services in February 2017. Having found an immediate interest in Financial Planning, he quickly progressed through his exams, obtaining his Level 4 Diploma in September 2018 all whilst working on the job, obtaining valuable experience on the various aspects of the financial planning process.
Since then, Jake’s focus has been to build long-lasting and trusted relationships with a variety of clients, helping them achieve their objectives. He particularly enjoys working with business owners, identifying solutions that deliver on both business and personal goals. He is also a specialist in retirement and long term care planning.
Jake on the weekend
Outside of work, Jake enjoys keeping active through going to the gym and ‘playing’ golf as well as hiking up mountains… including a 2 week stint in the Himalayas.
He has a passion for travelling and enjoys trying new culinary experiences with his fiancé Jill.
We asked Jake three questions...
If any activity was an Olympic sport, what would you win a medal in?
Karaoke.
Who would be the three people at your dream dinner party?
Elon Musk, Joe Rogan & Sir Alex Ferguson.
If you could be any fictional character, who would you be?
Rocky Balboa.
Work
Personal
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Food
Seafood
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Holiday
Italy – just in case my Nonna reads this
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Film
The Big Short
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Specialist subject
Talking... a lot
How can we help?
Start your conversation with us here. We look forward to hearing from you.
57 North Financial Planning is authorised and regulated by the Financial Conduct Authority. The FCA number is 1007217. Registered in England & Wales. Company number: 14383254. Registered office: 1st Floor, 11 Freeport Office Village, Century Drive, Braintree, Essex, CM77 8YG.
If you wish to register a complaint, please email office@57northfp.com or write to us at: 57 North Financial Planning, The Green House, Beechwood Business Park, Inverness, IV2 3BL. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 0234 567.
Production