Jake Jackson

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

Click on the contact me today button at the top of my profile to discuss how I can help you.

*Source: HMRC 

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.