Freephone us today on 0800 0321419
Jacob is a fully qualified financial adviser, holding the Diploma in Regulated Financial Planning (DipPFS) through the Chartered Insurance Institute (CII). In addition, he holds additional specialist qualifications in pensions, mortgages, equity release, and Long-Term Care (CF8).
With over nine years of experience in financial services, Jacob brings a wealth of experience and insight to every client relationship and is committed to delivering comprehensive, regulated financial advice tailored to his clients’ individual needs and life stages.
Jacob began his career at Lloyds Bank, where he developed a broad understanding of financial products and client scenarios. This early experience laid a solid foundation for his move into wealth management, where he has spent recent years helping individuals and families grow, manage, and protect their wealth with confidence.
Jacob specialises in retirement planning, income strategies and investment management. He collaborates closely with clients to design personalised financial plans that are often focused on building sustainable, tax-efficient income in later life.
His approach combines technical expertise with a deep understanding of what matters most to his clients. Whether planning for retirement, managing investments, or shaping a financial legacy, Jacob is known for his clear, jargon-free advice and his commitment to building long-term relationships based on trust, transparency, and sound financial planning. His personable, human-centred process ensures that clients not only feel understood, but also empowered to take control of their long-term financial wellbeing.
Away from work, Jacob enjoys a full and well-balanced personal life. He is married, passionate about travel, and is a lifelong sports enthusiast. As a proud season ticket holder at Brighton & Hove Albion, he understands the value of loyalty and long-term thinking, principles he also brings to his professional practice and client relationships.
Email: jl.eastbourne@throgmortonltd.co.uk
Phone: 0800 0321419