0330 038 8939
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: July, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jacob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Jacob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Jacob has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jacob has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 31 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Jacob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jacob (based on 5 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 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Jacob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Jacob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Jacob has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jacob has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 31 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Jacob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jacob (based on 5 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 5 first impressions)
Hi, I’m Jake and I’m a financial adviser with Kellyhill. I joined the financial industry in 2013 and spent the following 7 or 8 years working for HSBC, where I spent time in the retail, business and wealth parts of the bank. I then spent a bit of time as a mortgage broker before starting life as a financial adviser. I’ve always enjoyed making the seemingly complicated world of finance make sense to people who don’t do it as a day job and that’s what I love about giving advice. I know that no-one really wants a pension or an ISA, and that the exciting part is planning where to go on a cruise in retirement, or knowing that you’ll be able to help the kids buy their first house – not figuring out how much to put into an investment or whether or not to pay off that mortgage – and that’s why I do what I do. I try to make the boring bit easier so you can get on with the exciting stuff (and hopefully make you a bit of money at the same time). I like a bit of paddleboarding when the weather is kind, or rock climbing if not, and I’m partial to a spot of DIY, but if I’m not doing any of those or walking the dog, I’m probably on my PC! The advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
Offers available through VouchedFor
Contact Jacob 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 Jacob's clients
Based on responses provided by clients who have reviewed this adviser
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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
Kellyhill Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.