Jake Slack

My passion lies in guiding clients towards achieving their individual financial goals. Since 2019, I've built a strong foundation in financial services. Combined with my academic background, this allows me to deliver practical advice and strategic planning tailored to your specific needs. I am dedicated to client satisfaction, committed to building long-term relationships, and providing ongoing support. My goal is to ensure you feel empowered throughout your financial journey. Investment Planning: I can craft personalised investment strategies based on your financial situation, risk tolerance, and long-term aspirations. Retirement Planning: I can help you navigate pension schemes, savings plans, and income strategies to create a roadmap for a secure future. Protection Planning: I can safeguard your financial well-being and your loved ones' future with personalised insurance and protection plans. Long-Term Care Planning: I can guide you through planning and managing potential long-term care costs, ensuring you’re well-prepared. This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place. My priority is to understand your unique goals and motivations, simplify complex financial concepts, and empower you to make informed decisions, so you feel confident about your finances. When I’m not seeing clients, I enjoy travelling and spending time with family. This well-rounded perspective helps me maintain a healthy balance in my professional life. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 16/07/2024