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Jacob Jerome
Jacob Jerome
About
Jacob is an Associate Financial Adviser at The Private Office, working from our London and Leeds offices and covering areas including Manchester, Reading and Luton. He works closely with each client to understand what they are seeking from a financial and lifestyle perspective before building a bespoke financial plan that creates a clear roadmap to success. He assists his clients by securing a comfortable retirement through strategic planning and ongoing reviews.
At TPO, Jacob works with clients of all ages and backgrounds which can involve building a coherent accumulation strategy to ensure that short, medium and long term goals are achievable. His experience includes a breadth of advice areas spanning from protection planning, inheritance tax planning and investment advice with respect to pensions and other investment vehicles.
Since joining the company in 2021, Jacob has experienced the more technical element of the financial planning journey, known as Paraplanning, as well as working alongside our existing Advisers to support them and learn from their knowledge.
As well as being a diploma qualified financial planner, Jacob is studying towards the Advanced Diploma in financial planning (APFS) to become a Chartered Financial Planner. He also holds a degree in Economics from the University of Edinburgh.
When he is not supporting his clients across the UK, Jacob’s greatest passions include music and football - whether it's playing with his local team, or going to watch his club play, football always forms an important element of his weekend!
Areas Of Expertise
- Retirement planning
- Cash flow forecasting
- Investment advice
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Jacob works from our offices in London and Leeds and covers areas such as:
London new adviser locations
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- Stevenage
- Cheltenham
- Canterbury
- Worthing
- Southampton
- Swindon
- Oxford
- Norwich
- Nottingham
- Birmingham
- Peterborough
At a glance
- Diploma qualified financial adviser
- Working in financial services since 2021
Jacob laid out the options available to us with regard to estate planning and some ‘quick wins’ to make use of. We now understand how our pension forms part of our financial plan and Jacob has helped ensure that it is structured appropriately in terms of the underlying investments. We spoke many times with Jacob and established a plan. Getting a plan in motion has really helped us clarify what the future looks like and the key steps that we need to take.
September 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Jacob's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.