At work
Jake joined Berry & Oak having previously worked as a financial adviser at another independent firm. As Client Relationship Manager, he assists Andrew in client meetings and supports the broader team. He holds the Diploma in Regulated Financial Planning and is working towards becoming a Chartered Financial Planner.
At home
Outside of work, Jake and his wife are settling into married life in their new home. He enjoys playing touch rugby for exercise, now that he has joined the ranks of mid-30s players who are âtoo brokenâ for full contact. He also enjoys snowboarding and motorcycling.
In the spotlight
More team members
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.
