Jacob West, Independent Financial Adviser (IFA)
St Albans, Hertfordshire
Jacob is a Financial Adviser in the Lonsdale Services St Albans office. Jacob works with the independent financial advisers in the St Albans financial planning team, assisting with the management of retail and employee benefit customer accounts.
Education & Qualifications
In 2021 Jacob passed his Chartered Institute of Insurance Diploma in Regulated Financial Planning qualification. Jacob is continuing his studies to obtain the Chartered Financial Planner status, the highest industry qualification.
Financial Planning Advice
Our financial advisers help you save tax efficiently by providing financial advice to set up a pension, review existing pensions and recommend where to invest ISA contributions. Our financial advisers offer investment planning and advise on long-term saving, property purchases, mortgages, and protection advice.
In 2017 Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
When Jacob isn’t studying, he likes to keep active by playing rugby, golf or going to the gym.