Tuesday 27 May, 2025
Jacob West
Independent Financial Adviser (IFA) in St Albans, Hertfordshire
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initial consultation
I enjoy helping customers understand the financial planning process, so they can achieve their financial and lifetime goals.”
Financial
Advice
Jacob is a Chartered Financial Adviser in the Lonsdale Services St Albans office. He provides tailored financial advice to retail clients and also works closely with the independent financial planning team on the management of client accounts, including employee benefit schemes. Dedicated to building long-term relationships, Jacob helps clients plan with confidence and achieve their financial goals.
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.
Lonsdale
Awards
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.
A Little
About Jacob
When Jacob isn’t studying, he likes to keep active by playing rugby, golf or going to the gym.
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Wednesday 16 October, 2024Understanding Inheritance Tax Trusts: A Financial Adviser is Essential
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Friday 5 July, 2024 -
Tuesday 2 April, 2024 -
Friday 2 February, 2024Make use of tax allowances and contribute to your pension before April 6th
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Tuesday 28 November, 2023 -
Tuesday 31 October, 2023 -
Thursday 10 August, 2023Lonsdale Services team complete 100km Peak District Challenge
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Tuesday 9 May, 2023Lonsdale Wealth Management team walk 100km Peak Challenge for Alzheimer’s
Need financial or pension advice?
Contact our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 or complete the form below to book a free financial planning initial consultation.
Find the St Albans office
3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD