Jake Millar

Jake has worked in Financial Services since 2009, starting his career as a customer adviser with the Halifax Bank. From there he progressed to becoming savings adviser for the branch, then subsequently presented with the opportunity to study for his CeMAP qualification & start his new role as a Mortgage Adviser in 2014. Leaving the bank in 2016, Jake became a highly successful Mortgage Broker within one of the UK’s largest national estate agency networks. Holding his client’s hand & navigating them through the complex house purchasing process. With Jake’s desire to offer his clients more specialist services, he obtained his Diploma for Financial Advisers through the London Institute of Banking & Finance in 2019. Where he then enjoyed a short spell as an Independent Adviser before joining RetireInvest in 2020. Jake takes great pleasure in solving his client’s financial conundrums & offering a truly bespoke service, tailoring recommendations to meet his client’s every need. Jake believes in building rapport, trust & mutual respect enabling him to work in strategic partnership with his clients & aid them in reaching their financial goals. Jake lives in Retford which ideally places him to deal with his client base which broadly encompasses Nottinghamshire, Lincolnshire & Yorkshire. In his spare time, he enjoys keeping fit & going on walks with his Dogue de Bordeaux, Arnold. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 18/04/2023