Associate Private Client Manager
Jacob joined Blevins Franks in November 2021 and is based in our Jávea office. Working closely with our local Partners, and supported by our specialist tax, pension and investment teams, he provides holistic financial advice to clients across Spain.
Prior to joining Blevins Franks, Jacob worked at NatWest Bank within the Private Client Advice team as a Wealth Analyst, and previously in Premier Banking as a Relationship Manager. He brings extensive experience and in-depth knowledge of wealth management and financial planning.
Jacob holds a BA (Hons) in Business Management, together with the CISI Level 4 Diploma in Investment Advice.
Outside of work, Jacob enjoys an active lifestyle, including cycling, running and hiking, as well as cooking and exploring the local gastronomy — making Spain the perfect place to call home.
Jacob is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority and a member of the Chartered Institute for Securities and Investments (CISI).