BA, FPFS Cert CII (MP) – Director and Chartered Financial Planner
Background
After graduating in electronic engineering, I started my career in TV broadcast engineering with the IBA where I first met Mark Jacobs. I then moved into a broadcast sales position before running a business division with ntl (now Virgin Media) as Director of Mobile and then with with Arqiva as Head of Mobile Data.
I have always enjoyed managing my own financial affairs and started planning for a career change in 2010 and began taking my financial planning exams. I finally moved into financial services in 2012 and applied to the FCA to set up Jacobs and Harris Limited as a directly authorised financial planning company. I had no preconceived ideas about the industry and strongly welcome the changes brought about by the Retail Distribution Review (RDR) that have imposed higher levels of qualification, professional standing and customer care. I bring a wealth of management and business experience to the company and coupled with my financial planning qualifications can provide clients with informed and wide ranging financial advice. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Professional Qualifications
BA Honours Degree in Engineering
Chartered Financial Planner
Fellow of the Personal Finance Society (FPFS)
Advanced Diploma in Financial Planning (APFS)
European Financial Planning Association (EPF)
Cert CII (MP)
CF1 – UK financial services, regulation and ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated financial planning
CF6 – Mortgage Advice
CF8 – Long Term Care Insurance
ER1 – Equity Release
R02 – Investment Principles and Risk
R03 – Personal Taxation
R08 – Pensions Update
J04 – Pension Funding Options
J05 – Pension Income Options
J10 – Discretionary Fund Management
GR1 – Group Risk
AF1 – Personal Taxation and Trusts
AF3 – Pension Planning
AF4 – Investment Planning
AF5 – Financial Planning Process
Service Areas
Pre- and Post-Retirement planning and specialist pension transfer advice
Tax efficient investment planning
Inheritance Tax mitigation strategies
Comprehensive financial planning, including to high net worth individuals
Personal protection
Executive Benefits, planning and protection
Business Protection (debt, continuity & shareholder)
Personal
I am married with two children. I am a keen skier and play squash at Rhiwbina Squash Club.