Jake Bernardi

Director and Financial Planner

Contact Jake

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 partner Jill.

We asked Jake three questions...

If any activity was an Olympic sport, what would you win a medal in?


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.



Professional knowledge


Coffee making skills


Sense of humour