Jake Raj DipPFS
Independent Financial Adviser
About me
I've been an Independent Financial Adviser since 2005 and over that time I've learned that building relationships and gaining trust are of the utmost importance. Sure, I need to be an expert in the technicalities, but more importantly clients want to be able to understand the choices they have so that they can make an informed decision.
Working with clients to create a financial plan to help them achieve the future they want is my passion. This ties into areas such as :
- Pensions
- Investments
- Tax Planning
- Inheritance Tax Planning
- Estate Planning
- Protecting you, your loved ones or your business
Outside of work, my time is spent with my family. If there's time, I may be seen on the golf course or at the cricket.
Location
East Midlands, Northamptonshire, Leicestershire, Rutland, Cambridgeshire and Lincolnshire