enquiries@jesellars.co.uk

01934 875 919

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Jacob Wilson

Financial Planner

j.wilson@jesellars.co.uk
01934 875 919
Additional reassurance

Qualifications

CeMAP - Certificate in Mortgage Advice and Practice

This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.

DipFA - Diploma for Financial Advisers

This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.

How Jacob
supports you

Jacob is a key member of our investment committee and a trusted planner to our clients, drawing on years of experience at Wesleyan and as an expat planner in Spain.

He most enjoys the satisfaction of giving peace of mind to our clients and helping them understand financial matters clearly and effectively.

In Jacob's
free time

Jacob is a keen golfer, footballer, and traveller. He plays guitar, initially in a band and nowadays for pleasure, and speaks conversational Spanish with the goal of becoming fluent. Any free time that he has is spent walking his dog, Norman.

Our people

The team at the heart of what we do

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Thomas Harvey

Head of Investments

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James Morris

Investment Manager

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Harry Elson

Trainee Financial Planner

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Joe Chillingworth

Financial Planner

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Helen Diamond

Director

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Rupert Cantello

Director

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Catherine McMurray

Client Service Manager

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We go above and beyond to help you

    J Edward Sellars
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