Jake Burkey
DipFA CeMAP
Jake Burkey is a seasoned financial adviser with a decade of experience in the financial industry. Over the past five years, he has served as a dedicated financial adviser, helping clients navigate the complexities of personal finance, wealth management, and investment planning. Jake's expertise lies in crafting comprehensive financial plans tailored to each client's unique goals and aspirations.
About
Entrepreneurial Spirit:
Driven by a passion for providing top-notch financial guidance, Jake is not only an accomplished financial adviser but also the proud owner of Grant Charles Financial Planning. As the founder, he brings a hands-on approach to managing the firm, ensuring that clients receive personalised attention and tailored solutions to meet their financial objectives.
Client-Centric Approach:
Known for his client-centric approach, Jake understands that each individual's financial journey is unique. His commitment to building strong, long-lasting relationships with clients is evident in his proactive communication style and dedication to keeping clients informed about market trends and financial opportunities.
Education and Certifications:
Jake holds a Diploma in Financial Advice, underscoring his academic foundation in the field. In addition to his academic achievements, he has earned various certifications and stays abreast of industry trends and changes. This commitment to ongoing education enables him to provide clients with the latest insights and strategies.
Personal Interests
Beyond finance, Jake is an avid football player, passionate traveller, and enjoys family time with his wife and two dogs.
Vision for Grant Charles Financial Planning:
As the visionary leader of Grant Charles Financial Planning, Jake is committed to creating a financial advisory firm that not only delivers exceptional service today but also evolves to meet the changing needs of clients in the future. His goal is to make Grant Charles Financial Planning a trusted name in the financial industry, known for its integrity, expertise, and unwavering dedication to client success.
Connect with Jake:
Jake Burkey welcomes opportunities to connect with individuals seeking expert financial guidance. Whether you're planning for retirement, navigating investment planning, or seeking comprehensive financial planning, Jake is ready to bring his experience and expertise to help you achieve your financial goals. Connect with him through Grant Charles Financial Planning for a personalised and strategic approach to your financial future.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
