Jake Bernardi

Jake Bernardi

57 North Financial Planning

Minimum savings/pensions: Over £500,000

0330 038 8941
Based in Inverness
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Top Rated 2026
Verified since: December, 2023
4.9 out of 5

55 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 April 2026

    Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Jake has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 December 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

    Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

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At 57 North Financial Planning our team approach ensures our clients are put first and are able to tap into years of wide ranging knowledge and experience. We are proud to look after a client bank of high net worth and successful clients across all areas of Scotland. My role as a Financial Adviser involves working collaboratively with individuals and businesses to help identify and achieve their personal financial goals, whether it's wealth accumulation, retirement planning, inheritance tax planning or a combination. In recognising that everyone has individual needs, I am passionate about spending time getting to know and better understand you and your family, in order to ensure my financial planning is holistic and truly bespoke to each client. Once I have an understanding of your individual needs, I will be able to create your financial plan, incorporating the use Lifetime cash flow modelling. I will also work alongside the other professional advisers you employ to ensure an integrated solution. My focus is to explore the options available and provide clients with financial peace of mind by helping them make sensible decisions in relation to their financial goals. Trust is truly at the heart of what we do. Away from work, I enjoy keeping active through going to the gym, golf and hill walking as well as spending time with friends and family.