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Jake Murphy

ACSI
Senior Financial Planner

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.

Qualifications & Awards

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

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

Take A Look At Some Of Jake's Client Reviews

Read Some Of Jake's Latest Articles

Watch Some Of Jake's Latest Webinars

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