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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.
I'm so pleased to have been introduced to Jacob at Richstone. I now have confidence that my returns will see my future retirement a comfortable one. Jacob cut through the jargon to make it easy to understand. I'm glad I took the plunge to invest in a financial adviser and thank Jacob for his outstanding customer service and friendly approach.
C. Farren~Private Client
