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Jacob has been in financial services since 2017, starting his career at Nationwide Building Society before working for a national financial advice firm. He joined Richstone Park in 2022, is based in the Midlands and is happy to see clients at their home or place of work. Jacob provides holistic financial planning for a range of clients and has excellent investment knowledge. Jacob is currently studying for his advanced diploma which will eventually lead to Chartered status.
In his spare time Jacob enjoys playing football and walking his Springer Spaniel, Lola.
For more information on services, and to arrange a no obligation initial meeting to discuss your position and requirements, please get in touch.
Jacob has been fantastic. He has been patient, thorough and efficient. He has helped me though the confusion and I would heartily recommend his service and the company.
A. Slater~Private Client
