Jake Bartlett

About

I focus on providing a holistic and comprehensive wealth management plan for my clients, helping them achieve their financial objectives and obtain financial security and independence. I take the time to get to know my clients and fully understand their financial landscape in order to map out a long term, tax efficient plan.

Through using sophisticated financial modelling software and my extensive knowledge of the UK’s financial infrastructure I am able to provide a bespoke and high-quality service to my clients and am dedicated to building lasting and meaningful relationships.

Prior to becoming a Financial Advisor, I spent several years working for a top 4 accounting firm working as a Chartered Accountant and have 8 years’ experience within financial services.

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