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Jake Cunliffe-Neale

Independent Financial Planner

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My Story

Jake started his career in the financial services industry with SG Financial Services in 2015 where he trained in the Adviser Support Team and also with our Paraplanners. He quickly realised that being a Financial Planner was the best job in the world and decided to put himself through the exams to be one. It took Jake just 10 months to qualify with the London Institute of Banking and Finance (LIBF). 

After achieving this, he decided he wanted to move to Manchester and look at specialising in the NHS. Jake spent 2 years working with NHS members and the BMA (British Medical Association), providing advice on the NHS Pension Scheme, Annual Allowance & Lifetime Allowance Tax implications as well as all the other benefits that come with working for the NHS. He soon came back to work with SG Financial Services as he too believes that our customer care and attention to detail is fantastic - clients really are at the heart of everything we do. Jake strives to offer his clients the best service he can offer and always go the extra mile. He is here to help you achieve your goals and objectives.

Jake lives in Greater Manchester with his partner David and their two dogs. They are currently going through the adoption process so their family will soon grow by at least one! Jake enjoys country walks, travelling, tasting new foods and wines, fast cars and spending time with his family.