Cliff Jacobs
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Cliff Jacobs Email & Phone Number

Wealth Adviser at Towry at Towry
Location: East Hampshire, England, United Kingdom 5 work roles 2 schools
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Current company
Role
Wealth Adviser at Towry
Location
East Hampshire, England, United Kingdom
Company size

Who is Cliff Jacobs? Overview

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Quick answer

Cliff Jacobs is listed as Wealth Adviser at Towry at Towry, a company with 207 employees, based in East Hampshire, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Cliff Jacobs.

Cliff Jacobs previously worked as Wealth Adviser at Towry and Partner Financial Management at Rsm Tenon. Cliff Jacobs holds English Maths Economics from Portsmouth Northern Grammer.

Company email context

Email format at Towry

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Towry

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Profile bio

About Cliff Jacobs

I am a Wealth Adviser at Towry, a well established wealth advice business,providing personal financial advice and investment management services to private individuals, families and trustees.Towry LimitedJune 2014 -present

Listed skills include Retirement Planning, Pensions, Investments, Sipp, and 1 others.

Current workplace

Cliff Jacobs's current company

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Towry
Towry
Wealth Adviser at Towry
bracknell, bracknell forest, united kingdom
Website
Employees
207
AeroLeads page
5 roles · 50 years

Cliff Jacobs work experience

A career timeline built from the work history available for this profile.

Wealth Adviser

Current

I continue to act for long standing clients offering all areas of financial planning and utilising cash flow modelling for all high net worth clients and specialise in the affairs of GPs and other Medical Practitioners as well as entrepreneurs and elderly clients.

Jun 2014 - Present

Partner Financial Management

Southampton, United Kingdom

experienced ifa looking after both personal and corporate.specialising in investment.pensions,protection and tax efficient investments and pre retirement planning..local director qualified to advise on long term care investments.act for high net worth clients and specialise in the affairs of gps and other medical practitioners

1990 - Jun 2014

Director/Company Secretary

Southampton, United Kingdom

I have been either Company Secretary or Director of our specialist Pensioneer Trustee Company which we set up to provide a personal service for our clients.We operate a full SIPP and SSAS provision f

Jan 1990 - Jun 2013

Senior Taxation Manager

Bkl

Winchester

I ran the Tax Department and looked after our high net worth clients and some significant family trusts.

1976 - 1990 ~14 yrs

Tax Senior

I dealt with the personal tax affairs of Directors and Companies and also the Corporation Tax affairs of the Companies themselves.

Aug 1969 - Jun 1976
Team & coworkers

Colleagues at Towry

Other employees you can reach at towry.com. View company contacts for 207 employees →

2 education records

Cliff Jacobs education

English Maths Economics

Portsmouth Northern Grammer

Education record

Francis Avenue Junior Mixed Portsmouth
FAQ

Frequently asked questions about Cliff Jacobs

Quick answers generated from the profile data available on this page.

What company does Cliff Jacobs work for?

Cliff Jacobs works for Towry.

What is Cliff Jacobs's role at Towry?

Cliff Jacobs is listed as Wealth Adviser at Towry at Towry.

Where is Cliff Jacobs based?

Cliff Jacobs is based in East Hampshire, England, United Kingdom while working with Towry.

What companies has Cliff Jacobs worked for?

Cliff Jacobs has worked for Towry, Rsm Tenon, Tenon Pension Trustees Ltd, Bkl, and Grant Thornton Llp.

Who are Cliff Jacobs's colleagues at Towry?

Cliff Jacobs's colleagues at Towry include Jonathan Spring-Rice Apfs, Joanna Goodman, Angela Angiewoo, Zubair Sharif, and Gary Rowland.

How can I contact Cliff Jacobs?

You can use AeroLeads to view verified contact signals for Cliff Jacobs at Towry, including work email, phone, and LinkedIn data when available.

What schools did Cliff Jacobs attend?

Cliff Jacobs holds English Maths Economics from Portsmouth Northern Grammer.

What skills is Cliff Jacobs known for?

Cliff Jacobs is listed with skills including Retirement Planning, Pensions, Investments, Sipp, and Tax.

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