DipPFS
Cert CII (MP)
Jake has been with Succession Wealth for seven years. Having begun his career providing support to Succession’s Planner community, Jake decided to pursue a career himself as a Wealth Planner due to his love of meeting new people and helping them to achieve their goals. Jake believes in educating his clients on their financial position so they feel empowered and have complete peace of mind that they can live the lifestyle they desire.
"I live in a small town called Wilton, just outside of my home city of Salisbury. I love spending time with my family and I’m also a very active person, with my main interests being the gym, football and running."
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