Warrington
Jake joined Perspective (North West) Ltd as a financial planner in June 2024.
He joined the industry when he left university in 2016 and has been a Financial Planner since 2020. Before becoming a financial planner, he worked as an administrator and Paraplanner.
Jake finds it rewarding to help his clients meet their financial goals and sees the relief this brings, whether it be retirement or planning a once in a lifetime holiday.
In his free time, Jake enjoys traveling and supporting his football team. He also spends time socialising with friends by playing Padel regularly and going to the gym
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123