Jake Cunliffe-Neale

Jake Cunliffe-Neale Email and Phone Number

Independent Financial Advisor @ Cullen Wealth
Manchester, England, GB
Jake Cunliffe-Neale's Location
Manchester Area, United Kingdom, United Kingdom
Jake Cunliffe-Neale's Contact Details

Jake Cunliffe-Neale work email

Jake Cunliffe-Neale personal email

n/a
About Jake Cunliffe-Neale

Serving as an Independent Financial Adviser at Cullen Wealth, my focus is on delivering bespoke financial planning advice. With a strong foundation in the industry, I ensure each client's financial strategy is robust and tailored to their unique needs.My educational journey, combining marketing with advertising from Edge Hill University and financial services from The London Institute of Banking & Finance, empowers me to approach financial advice with a creative and client-centric perspective. Our team is dedicated to providing transparent and strategic planning advice, fostering long-term client relationships.On a more personal note, I live just outside of Manchester with my Partner David and my two Whippets, Marlow and Parker!

Jake Cunliffe-Neale's Current Company Details
Cullen Wealth

Cullen Wealth

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Independent Financial Advisor
Manchester, England, GB
Jake Cunliffe-Neale Work Experience Details
  • Cullen Wealth
    Independent Financial Advisor
    Cullen Wealth
    Manchester, England, Gb
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  • Cullen Wealth
    Independent Financial Advisor
    Cullen Wealth Dec 2022 - Present
    Cheshire, England, United Kingdom
    At Cullen Wealth, I work within the Corporate department, advising both companies and individuals in all things financial. I have run many presentations to a wide range of group sizes and backgrounds, offering support and education in what can be a very confusing world. I run the governance of pension schemes for a hand full of companies, and offer more personalised advice to 1:2:1 clients.
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  • Sg Financial Services - Ifa
    Independent Financial Planner
    Sg Financial Services - Ifa Dec 2019 - Dec 2022
    United Kingdom
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  • Chase De Vere
    Independent Financial Advisor
    Chase De Vere Jan 2018 - Nov 2019
    Manchester Area, United Kingdom
    At Chase de Vere, I worked within the medical department specialising in giving Pension, Investment, Protection, and NHS advice to individuals. Here, I would run presentations to help educate NHS members to help them better understand their benefits. I also discussed investment and protection opportunities with them to provide holistic coverage. These presentations would range from group sizes of 5 to 600.
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  • Smc Financial Services Limited
    Trainee Financial Planner
    Smc Financial Services Limited Mar 2017 - Jan 2018
    Merseyside, England, United Kingdom
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  • Sg Financial Services - Ifa
    Trainee Financial Planner
    Sg Financial Services - Ifa Jun 2015 - Mar 2017
    Southport, Merseyside, United Kingdom
    View

Jake Cunliffe-Neale Education Details

Frequently Asked Questions about Jake Cunliffe-Neale

What company does Jake Cunliffe-Neale work for?

Jake Cunliffe-Neale works for Cullen Wealth

What is Jake Cunliffe-Neale's role at the current company?

Jake Cunliffe-Neale's current role is Independent Financial Advisor.

What is Jake Cunliffe-Neale's email address?

Jake Cunliffe-Neale's email address is ja****@****l.co.uk

What schools did Jake Cunliffe-Neale attend?

Jake Cunliffe-Neale attended The London Institute Of Banking & Finance, Edge Hill University, Runshaw College.

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