Senior Partner Practice of St. James's Place Wealth Management
Jacob is a Financial Consultant within the adviser team of Illingworth Seddon Chartered Financial Planners, a Senior Partner Practice of St. James's Place Wealth Management. He holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is currently studying towards becoming a Chartered Financial Planner.
Prior to becoming a Financial Consultant, Jacob obtained a first class degree in Financial Services, Planning and Management from Manchester Metropolitan University. Whilst at University Jacob continued to develop his knowledge of the industry by working in a variety of administrative and technical roles for Illingworth Seddon. He also spent time working for St. James’s Place at their Cirencester Head Office and within the Investment Management team in Hong Kong.
Jacob prides himself on providing holistic financial advice to clients and building long term relationships. He strongly believes this is achieved by spending time analysing client’s individual personal circumstances and creating robust plans designed to achieve their objectives. He provides advice on Savings and Investments, Retirement Planning and both Family and Corporate Protection. In addition to these areas he is also able to advise on more complex areas, such as Inheritance Tax and Trust* planning.
Outside of work Jacob is a keen Skier and aspiring Golfer. He also enjoys watching Rugby, having now hung up his boots.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Illingworth Seddon Chartered Financial Planners is a trading name of Illingworth Seddon Limited. Illingworth Seddon Limited is registered in England and Wales, Number 09202147. Registered Office: The Old Mill, Old Mill Place, Tattenhall, Cheshire, CH3 9RJ, England.