After graduating with a BSc Honours from Cardiff University, Jake has gone on to complete Level 3 and 4 CISI qualifications in Securities and Investment and UK Regulation and Professional Integrity.
Since joining Skybound Wealth, Jake has been recognised for his professionalism, aptitude and work ethic, winning a global recognition award at our annual award ceremony in his first year. Since then he has been advising a diverse range of clients across Europe, Africa and Asia with particular expertise relating to offshore retirement planning and cashflow modelling for expatriates.
Jake has a passion for helping clients, understanding each individual’s unique situation by utilising a logical, personable and honest approach to find the best solution. He has a great understanding of financial planning and investment strategy, working alongside clients to build a comprehensive plan to build and protect their finances whilst they work offshore.
BSc - Cardiff University in Psychology, Economics and Criminology.
CISI - Level 4 Diploma in Investment Advice (Regulation & Professional Integrity)
CISI - Level 3 Certificate in Wealth & Investment Management
Africa
Asia
An International Wealth Management Company Built Upon That, Which Is Most Precious To You. The Desire For Freedom & Benefit.
The biggest investment we make isn’t into a single stock or share, it’s our commitment to helping you realise the future you deserve .
Listen To Our Latest Podcast
.svg)
.svg)
