Jake Joined Progeny in 2022 moving from Lincoln to Shoreditch to join the London office with over 6 years’ experience in the financial services industry.
Jake’s focus is working with high-net-worth individuals, implementing financial solutions to help clients achieve their goals and objectives while building long term relationships based on outcomes and trust.
Specialising in wealth management, retirement planning and IHT mitigation, Jake is also currently working towards chartered status.
Jake is an avid golfer and traveller in his free time, enjoying playing new courses and exploring new countries.
