Jacob Broadbent

Jacob Broadbent

Arena Investment Management Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Leyland
View location
Verified since: March, 2026
4.9 out of 5

10 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 03 July 2026

    Jacob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jacob's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

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

  • Independent Financial Adviser

    Last checked: 03 February 2026

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

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

  • Transparent Fees

    Jacob has provided information on their typical fees

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

About

I’m a fully qualified Independent Financial Adviser at Arena, with nine years’ experience in the financial services industry. I’m based in Preston, but I work with clients across the UK using video calls and our secure client portal. I help families, business owners and pre-retirees make confident decisions around pensions, investments and retirement planning. I also provide advice on trusts and estate planning, including inheritance tax mitigation, wealth preservation, and helping you pass on assets efficiently to the next generation. Book a no-obligation initial chat to understand your goals, current arrangements and whether advice would add value.