With a law degree under his belt, Jake headed off to the world of finance with a role in a blue-chip bank, where he quickly rose through the ranks. He was then head-hunted by one of the largest multi-family offices in the UK, onboarding high net worth individuals to the organisation.
At Evolution, Jake’s role is a client-centric one. Working as an adviser, he attends meetings with clients to understand first-hand what their objectives are. He’ll then research all the options, before presenting recommendations back to them in a form that’s clear and easy to understand.
Never one to stand still, Jake has recently attained Chartered Status. To this end, he has recently completed the level 6 Certificate in Advanced Financial Planning and is working on his level 7 qualification.
When not studying, he enjoys travelling and watching films. And like most of us, he also enjoys eating out.