Meet Jake

At work

Jake has worked in financial services for three years; all whilst achieving a first-class degree in Financial Services, Planning and Management.

His role as one of our Financial Administrators is to provide support to our advisers. Jake is a friendly point of contact for our clients and is always working on developing his skills. He has completed his Diploma in Financial Services and is now working towards Chartered Financial Planner status.

At home

Jake loves football; both watching (supporting Manchester United) and playing. He currently plays for a local team in Warrington. He also enjoys playing golf in his spare time.

Jake enjoys travelling. His most recent trip took him to Australia, New Zealand, Cambodia, Vietnam and Thailand.

Meet the team

Andrew Robertson

Financial Adviser

Mohit Saini

Director & Chartered Financial Planner

Jonathan Barlow

Financial Planner

Nick Grogan

Award winning Chartered & Certified Financial Planner

Marie Clark

Office Manager

Florin Nitescu

Trainee Financial Administrator

Helen Sullivan

Financial Administrator

Jake Lloyd

Financial Administrator

Emma Caffrey

Financial Administrator

Karen Kelly

Financial Administrator

Matt Webb

Financial Planner and Mortgage Adviser

Stephanie Winder

Financial Administrator

Mark Crighton

Mortgage Adviser

Michelle Bonello

Financial Administrator

Get in touch

If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.