Jake Jackson

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

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.