Jake Murphy
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
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