Jacob West, Independent Financial Adviser (IFA)

St Albans, Hertfordshire

Financial
Advice


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 client 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.

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.

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.

Jacob West Financial Adviser St Albans

Find the St Albans office

3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD