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 alongside advisers, 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 is currently working to attain Chartered Status. When not studying, he enjoys travelling and watching films. And like most of us, he also enjoys eating out.