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Jake Cunliffe-NealeFinancial Planner
I started off my career when I was 19 with SG Financial Services where my first role was a financial administrator. I very quickly realised that this was the industry I wanted to work in and as such, put myself forward to train up to be a Financial Adviser. In October 2017, I was pleased to say that after a stressful 10 months, I had achieved my Diploma in Financial Advising at just 21 years of age.
At this point, I decided that I wanted to look into a specific area of advising to widen my knowledge and this is where I spent 2 years specialising in the NHS and offered advice to NHS and BMA members.
I am currently employed as a qualified Financial Adviser offering holistic, whole of market and Independent Financial Advice to a wide range of clients and thoroughly enjoy my job. Customer Service has always been at the heart of what I do and always strive to go the extra mile for my clients.
I live in Blackrod with my partner David and our two Whippets, Marlow and Parker. Outside of work, I enjoy walking, travelling and tasting the food (and of course the wine!) on my routes, fast cars and water skiing in the summer months.