Jake Mills

Background

About Jake Mills

A full time Financial Planner and a part time amateur boxer. As a Financial Planner, my time is spent helping clients do the things that matter most, throughout their life. Most relationships begin with exploring all things except from a clients money - What is important to them, what their ‘blue sky scenario’ is (both now and in future), their family tree, careers and hobbies. Only once a clients past, present and future is understood, we start learning about their financial position. We then create a personalised financial road map (typically). Which with the right planning, can provide the peace of mind and reassurance that they will have enough financial resources to make their blue sky scenario become a reality. All whilst making as few compromises as possible along the way. A fundamental part of the relationship making sure that all parties appreciate that life is not predictable and plans will often change. As a result, most relationships are not just on a one off project. Instead, client relationships will usually be nurtured throughout their life, so as their life evolves, we can ensure that the plan continues to evolves with them, giving continuous clarity along the way.