Jake Clarkson Apfs, Certs (Cii Mp And Er) Email & Phone Number

Market Harborough, England, United Kingdom

As part of my role as a Chartered Financial Planner I provide holistic financial advice to a wide array of different clients to help them meet their financial goals and objectives. I specialise in areas such as retirement, investment, protection and inheritance tax planning, plus many more.Having gained valuable experience in management, I decided that my preference was to focus on client advice and therefore decided to step down as part of my role within the sales management… Show more As part of my role as a Chartered Financial Planner I provide holistic financial advice to a wide array of different clients to help them meet their financial goals and objectives. I specialise in areas such as retirement, investment, protection and inheritance tax planning, plus many more.Having gained valuable experience in management, I decided that my preference was to focus on client advice and therefore decided to step down as part of my role within the sales management structure. Show less

Market Harborough, England, United Kingdom

As part of my role as a Private Client - Team Leader I continued to provide holistic financial advice to a wide array of different clients to help them meet their financial goals and objectives. I specialise in areas such as retirement, investment, protection and inheritance tax planning, plus many more.Alongside my advisory role, I also had a team of Advisers that I managed and supported throughout their daily roles as well.

Market Harborough, Leicestershire

CWB Group was founded with the aim of providing clients with the highest quality of independent and professional advice that is not biased by products or commission. Simply put, we provide the advice our clients deserve. We serve clients across the UK with offices around the country including Market Harborough, London, Bromsgrove and GlasgowOur aim is to become the financial planning practice of choice for individuals, companies and their professional advisers.Having gained… Show more CWB Group was founded with the aim of providing clients with the highest quality of independent and professional advice that is not biased by products or commission. Simply put, we provide the advice our clients deserve. We serve clients across the UK with offices around the country including Market Harborough, London, Bromsgrove and GlasgowOur aim is to become the financial planning practice of choice for individuals, companies and their professional advisers.Having gained valuable experience through the admin and paraplanning functions, I now provide advice to clients a Financial Planner. I have over 5 years experience in the Financial Services industry and I specialise in many areas of financial planning including retirement, investments, protection, tax planning, and many more. As part of my role I manage our existing client bank, along with seeking out new opportunities by way of clients and professional introducers who can be part of the CWB journey. Show less

Market Harborough, Leicestershire

CWB Group was founded with the aim of providing clients with the highest quality of independent and professional advice that is not biased by products or commission. Simply put, we provide the advice our clients deserve. We serve clients across the UK with offices around the country including Market Harborough, London, Bromsgrove and GlasgowOur aim is to become the financial planning practice of choice for individuals, companies and their professional advisers.In this particular… Show more CWB Group was founded with the aim of providing clients with the highest quality of independent and professional advice that is not biased by products or commission. Simply put, we provide the advice our clients deserve. We serve clients across the UK with offices around the country including Market Harborough, London, Bromsgrove and GlasgowOur aim is to become the financial planning practice of choice for individuals, companies and their professional advisers.In this particular role for the company, I was based at the head office in Market Harborough, Leicestershire as part of the Paraplanning team. This was part of a wider plan in order to gain experience and increase my technical knowledge with a view to becoming a Financial Planner. As part of my role, I provided support to the planners to enable them to facilitate the best possible advice recommendations for our clients through the completion of research, analysis and suitability reports. By doing this I was able to build my technical knowledge and start to build solid foundations for my future in the industry. Show less

Market Harborough, Leicestershire

Leicestershire

Ba (Hons), Economics For Business

Graduating with a 2:1 honours degree in Economics for Business

Gcse'S And A-Levels

1 A, 6 B's, 3 C's; B, C, C

Education record