Financial Planning Consultant DipPFS in Brighton
I am a qualified Financial Adviser who speaks to individuals and families to define their ideal future, create a clear plan, and help make it a reality. With a background spanning coaching, property, and leadership, the common thread has always been people. I take time to really get to know my clients, building trust and lifelong relationships. I save clients valuable time while creating peace of mind, covering investment planning, tax planning, retirement planning, financial protection, and more.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Home contents insurance, buildings insurance.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Brighton & London
United Kingdom
Jake is located in Brighton and offers expert financial advice covering the South East.
I see myself as a Financial Coach. I help individuals and families define what their ideal future looks like, build a clear and realistic plan to get there, and then walk alongside them to make sure it becomes a reality. Before becoming a Financial Adviser, I spent years coaching tennis and working as a personal trainer – a time that shaped not just my work ethic, but my belief in the power of clear goals, a solid plan, and consistent support. That experience showed me how powerful it can be when someone truly understands where they want to go, and has the right guidance to get there.
My career path has never been a straight line – from working in hospitality to managing teams, from coaching fitness to a decade in commercial property – but the common thread has always been people. I have always gravitated towards roles where I can listen and support as it gives me a huge amount of internal satisfaction to know that I am helping others. Now as a Financial Adviser, I have brought purpose & experience together into one place. I work with individuals and families to understand what really matters to them, build a realistic plan for the future, and stay on track when life inevitably changes course. For me, financial advice is all about people - building long-term relationships based on trust, clarity, and real progress. I’m someone my clients can rely on, not just when things are going well, but through all of life’s ups and downs.
Outside of work, you’ll usually find me spending time with my family (usually as a taxi service for my 2 kids), staying active playing either golf or tennis, or diving into something new in health, mindset, or personal growth.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.
