Jak Ali

Jak Ali Email and Phone Number

Workplace financial wellbeing expert - working with SMEs and education institutions @ J.A. Financial Planning Ltd
Jak Ali's Location
United Kingdom, United Kingdom
Jak Ali's Contact Details

Jak Ali work email

Jak Ali personal email

n/a
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

Jak Ali's Current Company Details
J.A. Financial Planning Ltd

J.A. Financial Planning Ltd

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Workplace financial wellbeing expert - working with SMEs and education institutions
Jak Ali Work Experience Details
  • J.A. Financial Planning Ltd
    Managing Director
    J.A. Financial Planning Ltd Jan 2022 - Present
    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).
  • St. James’S Place Wealth Management
    Partner
    St. James’S Place Wealth Management Jan 2022 - Present
  • Wesleyan
    Specialist Financial Consultant
    Wesleyan Sep 2018 - Dec 2021
    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.
  • Credence International
    Head Of Uk Operations & Private Client Adviser
    Credence International Aug 2015 - Sep 2018
    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.
  • Fletchers Solicitors
    Medical Negligence
    Fletchers Solicitors Apr 2014 - Aug 2015
    Southport
  • California Innocence Project
    Attorney At Law
    California Innocence Project May 2011 - Dec 2011
    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.

Jak Ali Skills

Qrops Legal Document Preparation Litigation Restructuring Contract Law Legal Assistance Financial Planning Legal Writing Family Law Investments Business Development Negotiation Team Management Finance Legal Advice Strategy Financial Services Employment Law Microsoft Office International Law Uk Law Civil Litigation Microsoft Excel Marketing Legal Research Legal Compliance Trusts Change Management Corporate Law Criminal Law Dispute Resolution Customer Service Project Planning Pension Funds Business Strategy Management Teamwork Project Management Offshore Investments Legal Issues Uk Tax Legal Opinions

Jak Ali Education Details

Frequently Asked Questions about Jak Ali

What company does Jak Ali work for?

Jak Ali works for J.a. Financial Planning Ltd

What is Jak Ali's role at the current company?

Jak Ali's current role is Workplace financial wellbeing expert - working with SMEs and education institutions.

What is Jak Ali's email address?

Jak Ali's email address is ja****@****n.co.uk

What schools did Jak Ali attend?

Jak Ali attended The London Institute Of Banking & Finance, Birmingham University, University Of Law, Birmingham University, Chesterfield High School, Chesterfield High School Sixth Form, Chartered Insurance Institute.

What skills is Jak Ali known for?

Jak Ali has skills like Qrops, Legal Document Preparation, Litigation, Restructuring, Contract Law, Legal Assistance, Financial Planning, Legal Writing, Family Law, Investments, Business Development, Negotiation.

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    charlesstratton.co.uk, hotmail.com

    3 +441708XXXXXX

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