0330 038 8941
Based in Inverness
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 March 2025
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Jake has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jake has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jake has not yet added their fees to their profile
Fees not yet added
Jake has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 March 2025
Jake and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Jake has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jake has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jake has not yet added their fees to their profile
Fees not yet added
Jake has not yet added their fees to their profile
At 57 North Financial Planning our team approach ensures our clients are put first and are able to tap into years of wide ranging knowledge and experience. We are proud to look after a client bank of high net worth and successful clients across all areas of Scotland. My role as a Financial Adviser involves working collaboratively with individuals and businesses to help identify and achieve their personal financial goals, whether it's wealth accumulation, retirement planning, inheritance tax planning or a combination. In recognising that everyone has individual needs, I am passionate about spending time getting to know and better understand you and your family, in order to ensure my financial planning is holistic and truly bespoke to each client. Once I have an understanding of your individual needs, I will be able to create your financial plan, incorporating the use Lifetime cash flow modelling. I will also work alongside the other professional advisers you employ to ensure an integrated solution. My focus is to explore the options available and provide clients with financial peace of mind by helping them make sensible decisions in relation to their financial goals. Trust is truly at the heart of what we do. Away from work, I enjoy keeping active through going to the gym, golf and hill walking as well as spending time with friends and family.
Offers available through VouchedFor
Contact Jake through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jake's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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