Jake Barber

Planner Support

As a planner support, Jake’s primary role is to prepare meeting materials, write recommendations, and communicate with third parties.

He supports planners by conducting research, analysing potential solutions, and coordinating next steps, investments, and policies for clients.

In Jake’s spare time, he enjoys being active and lifting weights.

Jake tries to spend lots of time with his friends and family, such as going on city breaks.

Meet the rest of our team

Nikki King

Managing Partner

Ian Larthe de Langladure

Partner & Financial Planner

Steve Pine

Partner & Chartered Financial Planner

Ken Hall

Associate Partner & Chartered Financial Planner

Naomi Keith

Associate Partner & Financial Planner

Sean Guirey

Partner & Financial Planner

Jack Powell

Chartered Paraplanner

Izzy Strozewska

Assistant Paraplanner

Kate Gillings

Paraplanner

Thomas Dewar

Senior Paraplanner

Oli Knibbs

Assistant Paraplanner

Charlotte Croose

Senior Paraplanner

Ryan Kent

Assistant Paraplanner

Josh Aistrup-Brown

Planner Support