0330 038 8941
Based in Newark
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: January, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jacob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jacob's status
Last checked: 06 April 2025
Jacob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jacob's status
19
Recent Client Reviews
Jacob has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jacob has received 19 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: 22 January 2025
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.
4
Qualifications Uploaded
Jacob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jacob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jacob has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jacob has provided information on their typical fees
Jacob has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jacob (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Jacob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jacob (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jacob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jacob's status
Last checked: 06 April 2025
Jacob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jacob's status
19
Recent Client Reviews
Jacob has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jacob has received 19 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: 22 January 2025
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.
4
Qualifications Uploaded
Jacob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jacob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jacob has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jacob has provided information on their typical fees
Jacob has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jacob (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Jacob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jacob (based on 4 first impressions)
Do you know the answer to these questions... - Can I live the life that I want, now and in the future? - Will I run out of money? - Will I have 'enough'? I help my clients to answer those questions. How do I do that? Well, we work together to understand the following: 1. Your Life Planning (The 'Why') - I take time to understand you as a person and I ask you questions to prompt that discussion such as: What makes you happy? What life goals do you have? When was the last time you understood your purpose? Where do you find your identity? Helping you to understand your life goals, your purpose and what you want to achieve is extremely important. Otherwise, money will only ever be a number on a page. 2. Your Financial Planning (The 'How') - I help review what resources you have to achieve your life goals. By using powerful financial planning tools, I help give clients choice around their finances in advance. It might mean making adjustments to spending/income, making further contributions or reallocating resources to ensure you're able to reach your life goals. 3. The Financial Advice (The 'What') - I collate everything together for you, giving you the advice and framework suitable for you and your family. Anything that I advise, I implement on my recommendations and take that burden away. 4. Maintaining the Plan (The 'Peace of Mind') - I have an ongoing relationship with my clients. That means that we plan forward, rather than looking back. Giving clients peace of mind that their finances are on track allows them to focus on the next enjoyable life goal. Simply put, the earlier you start working with me, the clearer your financial planning will become. Other notes: Been helping clients since 2015 with their financial planning and advice I have a counselling background Parent to three young children Love music, cars, motorbikes, food! Married to Victoria Christian
Offers available through VouchedFor
Contact Jacob through VouchedFor and your initial 30 minute 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 Jacob's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
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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Adviser Disclaimer
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is directly authorised and regulated by the Financial Conduct Authority under reference number 814106.