Jacob Stokes
Jacob has worked for JPA Financial Planning since the start of 2024. With 6 years prior experience in the financial services industry.
Alongside his studies Jacob loves to go out and about meeting with clients. He has the knowledge, and the skills required to ensure he can provide the highest level of customer service through various channels, whether face to face or not. Jacob prides himself on ensuring that all customer needs are met, and that all enquires, and tasks received are processed and handled with care in a timely and professional manner.
Jacob loves to travel where and when he can, but when his feet are planted, he loves to play or watch golf and football as much as possible. When he’s not swinging a club or kicking a ball, you’ll find him spending time with friends and family.
Addresses
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.
