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Jacob West Financial Adviser St Albans

I enjoy helping clients understand the financial planning process, so they can achieve their financial and lifetime goals.

Jacob West, Independent Financial Adviser (IFA), St Albans

Jacob West
Independent Financial Adviser, St Albans, Hertfordshire


Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Cash Flow Modelling


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 client accounts.

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.

Jacob joined Lonsdale Services from school after completing A-levels in Economics, Maths, IT & Finance.

When Jacob isn’t studying, he likes to keep active by playing rugby, golf or going to the gym.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

Jacob West – To learn more about Jacob’s career, please read his LinkedIn profile.

Independent Financial Advisers in St Albans – Read more about our team.

Read more about our team of Independent Financial Advisers in St Albans.

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Wealth Management

Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.