Jake Reynolds

Financial Adviser Dip PFS, B.A(Hons)

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I enjoy helping my clients with a wide spectrum of advice, which includes mortgages, equity release*, inheritance tax planning, and protection planning.

My clients tell me that when I work with them to formulate a plan that models their finances into the future, this really adds value and helps them to make informed decisions regarding their retirement and investment planning, long-term care planning, and intergenerational wealth management.

I am currently studying towards becoming a Chartered Financial Planner.

I’m an avid sports enthusiast. I’ve been playing rugby for Havant RFC since I was 10, and sailing has been a passion of mine since the tender age of 6. Recently, I’ve also taken up the game of golf, further fuelling my love for sports and outdoor activities.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

“We were really impressed with the Firmitas team from the beginning! They were really professional & dealt with all our queries promptly, ensuring we received our mortgage offer within days. Great service, lovely Team, would highly recommend them.”

Kerry

Jake was incredibly helpful when advising us on our re-mortgage. He kept us up to date and explained everything that was going on. He ensured the process was smooth and everything went to plan. He provides a very professional service, would highly recommend Jake.

Chanelle

Jake has helped me a great deal with my pension. He has proven to be a very reliable, trustworthy and helpful person. I would definitely recommend Jake to anyone seeking financial advice.

Sarah

My proudest moment as a Financial Planner was:
During a meeting with three generations of a single family, we discussed how the grandparents could best support their children and grandchildren efficiently. Using our cash flow tool, we examined various options and eventually crafted a plan that pleased everyone. I was able to bring it all to life on the screen from each of their different points of view and show them the true power of financial planning.
The three things I love most about my job are:
Firstly, I take pride in helping clients understand if they can retire or not. Secondly, I enjoy using technology to map out a client's ideal future and identify the steps needed to achieve it. Lastly, meeting new people and easing their financial concerns is incredibly rewarding.
The types of people I most enjoy working with are:
I really enjoy working with different types of clients, including business owners, families talking about plans for the generations, people looking into long-term care funding, and those who are about to retire.
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