0330 038 8940
Based in Retford
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 July 2025
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Jake has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jake has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jake has not yet added their fees to their profile
Fees not yet added
Jake has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 July 2025
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Jake has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jake has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jake has not yet added their fees to their profile
Fees not yet added
Jake has not yet added their fees to their profile
Jake has worked in Financial Services industry since 2009. Enjoying roles in retail banking, mortgage advice and financial planning. Jake enjoyed a short spell as an Independent Adviser before joining RetireInvest in 2020. Jake takes great pleasure in solving his client’s financial conundrums and offering a truly bespoke service, tailoring recommendations to meet his client’s every need. Jake believes in building rapport, trust and mutual respect enabling him to work in strategic partnership with his clients to aid them in reaching their financial goals. Jake is working towards achieving Chartered status and also holds the Certificate in Long Term Care and Later Life Planning. Jake lives in Retford which ideally places him to deal with his client base which broadly encompasses Nottinghamshire, Lincolnshire, Leicestershire & Yorkshire. In his spare time, he enjoys spending time with his wife and son, keeping fit and going on long walks with his Rottweiler, Ruby.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jake's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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