I am an Independent Financial Adviser providing tailored financial planning to individuals, families and business owners. My focus is on lifestyle financial planning, aligning your finances with your personal goals and priorities.
Rather than focusing purely on investment performance, I use cashflow modelling and structured planning to show how your wealth can support your lifestyle both now and in the future.
I provide advice across pensions, investments, retirement planning, ensuring each recommendation is clear, suitable and aligned with your long-term objectives.
Jacob Leggatt is an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority through Throgmorton Private Capital Ltd