Jake Perkins
Financial Planning Consultant DipPFS in Sheffield
A little bit about Jake
I am a dedicated financial planner at Quilter Financial Advisers with a passion for helping people invest safely, retire comfortably and protect their family's future. With a fresh perspective in financial planning and a commitment to providing personalised advice, I work closely with individuals to create and implement tailored financial strategies that align with their goals.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
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
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Testimonials
Amy
Jake has recently helped me out with my investment. He looked into my situation with care and consideration and listened to exactly what I wanted and needed. I would highly recommend Jake to anyone as I felt he really tried to understand my needs and made sure that my money works for me.
Ryan & Mollie
We recently did some planning. Jake came and sat with me and looked at mine and my wife’s home circumstances as a whole. No stone was left unturned, and made us think about things we’d never really thought of. He took great care, consideration and detail into what we wanted and how we are going to get there. I now feel comfortable with Jake’s support guiding us throughout the next stages of our lives.
Location
Jake Perkins' location
Based in Sheffield, I’m happy to drive 2 hours in either direction for face-to-face meetings and can do remote meetings country-wide.
More about me
Outside of work, I bring the same dedication to the sporting world, particularly Rugby. Embodying the long-term commitment and teamwork that drive my professional ethos. Whether it's navigating complex investments or securing your financial legacy, I am here to guide you every step of the way.
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.