Jake Longstaff Chartered Financial Planner
Financial Adviser @Dwb Wealth Consultancy
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WORK HISTORY
Financial Adviser @Dwb Wealth Consultancy
DWB Wealth Consultancy LLP is a proud Senior Partner Practice of St. James\'s Place Wealth Management and our sole aim is to provide our clients with the very best financial advice and servicing levels, putting the needs of our clients at the heart of our business. St. James’s Place Wealth Management is a FTSE 100 company that has been awarded ‘Wealth Management Company of the Year\' by the City of London Wealth Management Awards for the past 5 consecutive years and has grown rapidly to be one of the largest companies in our sector in the UK, with over £113bn of client funds under management. We understand that every client has different needs and aspirations, so we offer personalised, face-to-face advice that covers financial, investment, pension, protection and tax planning designed specifically for their lifestyle goals and tailored to their stage of life. We are living through a period of uncertainty and change; with volatile markets, changes in regulation and increasing levels of taxation, we are constantly reviewing and giving careful consideration as to how these factors will impact our clients and their businesses so that we can help protect and enhance their future financial lifestyle. Our clients have access to the distinctive approach to investment management provided by St. James’s Place Wealth Management. For more information please follow links to our website. I would be delighted to work with you, please contact me to arrange a full, no obligation financial review of your personal and/or corporate financial affairs.
EDUCATION
Sheffield Hallam University
BA (hons) International Finance and Investment, Finance and Investment
Selby College
A levels: Chemistry B, Biology C, Physics E
ABOUT JAKE LONGSTAFF CHARTERED FINANCIAL PLANNER
The world of financial planning can be a complicated landscape, I aim to provide clients…
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