Jake is an experienced financial adviser specialising in holistic financial planning and investment strategy for expatriates across Europe, Africa, and Asia. With a deep understanding of offshore retirement planning and cashflow modelling, he helps globally mobile professionals build, manage, and protect their wealth with confidence.
Known for his logical, honest, and approachable style, Jake takes the time to understand each client's unique circumstances, creating personalised strategies that align with both short-term priorities and long-term aspirations. His commitment to excellence was recognised early on when he received a global recognition award during his first year at Skybound Wealth, highlighting his professionalism and client-focused approach.
A member of the Chartered Institute for Securities & Investment (CISI), Jake holds Level 3 and 4 CISI qualifications in Securities and Investment, as well as UK Regulation and Professional Integrity. He earned a BSc Honours degree from Cardiff University and continues to prioritise ongoing education to remain at the forefront of industry developments.
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