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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.

Find out more about me below.

Start the conversation

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

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

  • Sheffield
    Yorkshire
    S1
    United Kingdom
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.

Jake Perkins' location

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.