Jak Ali
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Jak Ali Email & Phone Number

Workplace financial wellbeing expert - working with SMEs and education institutions at J.A. Financial Planning Ltd
Location: United Kingdom 6 work roles 7 schools
1 work email found @wesleyan.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@wesleyan.co.uk
LinkedIn Profile matched
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Current company
Role
Workplace financial wellbeing expert - working with SMEs and education institutions
Location
United Kingdom

Who is Jak Ali? Overview

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Quick answer

Jak Ali is listed as Workplace financial wellbeing expert - working with SMEs and education institutions at J.A. Financial Planning Ltd, based in United Kingdom. AeroLeads shows a work email signal at wesleyan.co.uk and a matched LinkedIn profile for Jak Ali.

Jak Ali previously worked as Managing Director at J.A. Financial Planning Ltd and Partner at St. James’S Place Wealth Management. Jak Ali holds Diploma For Financial Advisers, Advanced Financial Advice from The London Institute Of Banking & Finance.

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Email format at J.A. Financial Planning Ltd

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{first}.{last}@wesleyan.co.uk
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AeroLeads found 1 current-domain work email signal for Jak Ali. Compare company email patterns before reaching out.

Profile bio

About Jak Ali

Jak prides himself on delivering quality impartial advice, demonstrating trustworthiness and excellent knowledge on financial matters. Jak is comfortable advising individuals on all matters related to pensions/retirement planning, savings & investments, protection/insurances, mortgages and delivering group seminars/presentations.Jak has strong beliefs when it comes to workplace financial wellbeing and has spent a considerable amount of time and effort advising on a corporate level. He has worked with a number of businesses and LTD companies by reviewing their group pension plan, employee benefits and profit extraction.Jak also spends time assisting companies demonstrate workplace financial wellbeing by acting as their financial servicing agent, delivering seminars at workplaces and offering individual meetings.Jak has accumulated experience in 3 geographical locations: UK, USA and UAE.*Please note that LinkedIn does not include a full employment history

Listed skills include Qrops, Legal Document Preparation, Litigation, Restructuring, and 38 others.

Current workplace

Jak Ali's current company

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J.A. Financial Planning Ltd
J.A. Financial Planning Ltd
Workplace financial wellbeing expert - working with SMEs and education institutions
AeroLeads page
6 roles

Jak Ali work experience

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

Managing Director

Current

United Kingdom

J.A. Financial Planning Ltd are committed to providing holistic specialist financial advice tailored to individuals needs.We have national coverage and ensure to provide the best level of service for you and your family.We are built on foundations of strong family values which is incorporated into how we deal with you. We provide advice in a friendly, clear and objective manner and spend the time to understand your goals.J.A. Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Jan 2022 - Present

Specialist Financial Consultant

Wesleyan has had the interests of its members at its core since it was founded in Birmingham in 1841.In recent years, it has developed a highly successful business model providing tailored financial advice and products to select professional groups, notably GPs, hospital doctors, dentists, teachers and lawyers and a range of commercial financial products for the organisations in which they are employed.Each segment is served by dedicated Financial Consultants who work only within that segment and thus build-up specialist knowledge of their professional customers.We have a long standing heritage of providing a full range of financial products and services exclusively for medical and dental professionals. Whether you're a student, a partner or a consultant, we can help with advice on many areas of financial planning such as NHS Pension Scheme, income protection and savings and investments. TeachersDesigned to cater for the financial needs of the teaching profession, our expertise and experience, gained from working in conjunction with the NASUWT and other unions, enables us to assist you with everything from the Teachers Pension Scheme, to retirement planning and mortgages to investments. NASUWT is an introducer appointed representative of Wesleyan Financial Services Limited. Through Wesleyan Bank, we also provide specific finance to educational institutes for investment in assets such as vehicles, buildings and IT.LawyersFrom law school to a senior partnership, we can offer financial advice every step of the way. Our in-depth knowledge of the legal profession means we can offer products and services - from income protection and key person insurance, to retirement planning and investments - specially tailored for your personal and professional requirements.ProfessionalsFor professionals, from accountants to surveyors, whether you're considering remortgaging, investments, income protection, pension planning or home insurance.

Sep 2018 - Dec 2021

Head Of Uk Operations & Private Client Adviser

Newcastle/Dubai

Head of Business Development, subsequently promoted to Head of UK Operations.Duties include:- Overall management of employees.- Liaising with the CEO and CFO with regards to progression, expansion, lead generation, recruitment, finance, performance and overall business profile.Private Clients:- Advise on UK pensions including specific scheme analysis, legislation changes and available options.

Aug 2015 - Sep 2018

Attorney At Law

Greater San Diego Area

The California Innocence Project (CIP) is a law school clinical program at California Western School of Law dedicated to releasing wrongfully convicted inmates and providing an outstanding educational experience to the students enrolled in the clinic.Founded in 1999, CIP reviews more than 2,000 claims of innocence from California inmates each year. Students who participate in the year-long clinic work alongside CIP staff attorneys on cases where there is strong evidence of factual innocence. Together, they have secured the release of many innocent people who otherwise may have spent the rest of their lives in prison.Clinic students assist in investigation and litigation by locating and re-interviewing witnesses, examining new evidence, filing motions, securing experts, and providing support to attorneys during evidentiary hearings and trials. CIP has trained more than 200 students who have gone on to become highly successful criminal defense attorneys, criminal prosecutors, Assistant Attorneys General, and civil attorneys; all of whom, after their experience in CIP, believe in a fair and honest justice system and realize there is always room for improvement in the law.

May 2011 - Dec 2011
7 education records

Jak Ali education

Master Of Laws - Llm

Birmingham University

Bar Professional Training Course

Activities and Societies: Active Mooting Member Football President Social Team Member Lincoln's Inn Active MemberCore Subjects: - Advocacy.

Bachelor’S Degree, Llb Law

Birmingham University

Activities and Societies: Legal Society President Active Mooting Society Member Debating Society President Football Society Captain.

Education record

Chesterfield High School

14 GCSE's A*-C

Education record

Chesterfield High School Sixth Form

4 A-Levels 1 AS Level (fast track completed in year 10)

FAQ

Frequently asked questions about Jak Ali

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

What company does Jak Ali work for?

Jak Ali works for J.A. Financial Planning Ltd.

What is Jak Ali's role at J.A. Financial Planning Ltd?

Jak Ali is listed as Workplace financial wellbeing expert - working with SMEs and education institutions at J.A. Financial Planning Ltd.

What is Jak Ali's email address?

AeroLeads has found 1 work email signal at @wesleyan.co.uk for Jak Ali at J.A. Financial Planning Ltd.

Where is Jak Ali based?

Jak Ali is based in United Kingdom while working with J.A. Financial Planning Ltd.

What companies has Jak Ali worked for?

Jak Ali has worked for J.A. Financial Planning Ltd, St. James’S Place Wealth Management, Wesleyan, Credence International, and Fletchers Solicitors.

How can I contact Jak Ali?

You can use AeroLeads to view verified contact signals for Jak Ali at J.A. Financial Planning Ltd, including work email, phone, and LinkedIn data when available.

What schools did Jak Ali attend?

Jak Ali holds Diploma For Financial Advisers, Advanced Financial Advice from The London Institute Of Banking & Finance.

What skills is Jak Ali known for?

Jak Ali is listed with skills including Qrops, Legal Document Preparation, Litigation, Restructuring, Contract Law, Legal Assistance, Financial Planning, and Legal Writing.

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