Jake is an experienced financial adviser at Skybound Wealth Management, specialising in holistic financial planning and investment strategy for expatriates and internationally mobile professionals. He works with clients across Africa, Asia, and the Middle East, with a particular focus on advising British, South African and Australian clients.
With a strong background in offshore retirement planning, investment structuring, and cashflow modelling, Jake helps clients bring clarity and control to complex financial situations. His advice is designed to support confident decision-making - aligning financial strategy with both immediate priorities and long-term lifestyle goals.
Known for his logical, transparent, and highly professional approach, Jake takes time to understand each client’s circumstances in detail, ensuring recommendations are tailored, practical, and appropriate across jurisdictions. Clients value his ability to explain complex concepts clearly and to provide structured advice that stands up over time.
His commitment to professionalism and client service was recognised early in his career, when he received a global recognition award during his first year at Skybound Wealth. He is proud to represent a firm with a long-standing reputation for independent advice, technical excellence, and consistently strong client outcomes worldwide.
Jake is a member of the Chartered Institute for Securities & Investment (CISI) and holds Level 3 and Level 4 qualifications in Wealth & Investment Management and Regulation & Professional Integrity. He also holds a BSc (Hons) degree from Cardiff University and remains committed to ongoing professional development to stay at the forefront of international financial planning.
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