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Jacob West Trainee Financial Adviser St Albans

I am studying for the regulated financial planning exams and hope one day to become a chartered financial planner .

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

Jacob West
Trainee Independent Financial Adviser, St Albans, Hertfordshire

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

Jacob is an Apprentice Financial Adviser in the Lonsdale Services St Albans office. Jacob’s role is to support the independent financial advisers and administrators in the St Albans financial planning team with the day to day management of client accounts, while using this experience to help build up his knowledge of the financial planning industry.

Jacob joined Lonsdale Services from Beaumont School sixth form where he completed A-levels in Economics, Maths, IT & Finance. Jacob wants to become a trainee financial adviser and is now studying for the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning Level 4.

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.

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

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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