Introducing Jake

Having worked in Financial Services since graduating, Jake has  worked in the industry for almost 5 years with a background in Retail Banking & Platform/Investment services.

He is now stepping into his first role within a Wealth Management environment with Bowmore.

Tell me more

What do you enjoy most about your job?

The people I work with, as a new member to the team, everyone has been so welcoming and friendly.

How do you like to spend your time outside of work?

Outside of work I like keeping active, swimming cycling and anything in between. This, however, is to fuel my love of food, specifically the baked goods Bristol has to offer!

One thing that is guaranteed to make your day better…

Food, even better if in pizza or cake form.

What made you decide to do the work you’re currently doing?

I have always had a keen interest in finance having studied it at university. This coupled with the goal of undertaking my exams in the future to begin providing advice and support to clients.

What is one personal rule that you never break?

Being Late!

What would your specialist subject be on Mastermind?

Capital cities.


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