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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 was very welcoming and professional in his approach to our needs. He listened to our requirements and dealt with them in a manner that left us feeling confident about our requirements and expectations. All communications were clear and concise, and our requirements were dealt with in a timely manner. Very pleased with the advice provided and would recommend his services to all.
Mr A Foulds~Private Client
