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Jake De La Cour
Jake De La Cour
About
Jake is an Associate Financial Adviser at The Private Office located in Leeds and covering areas including Liverpool, Huddersfield and Nottingham. As a qualified financial adviser, his main priority is understanding an individual's financial situation and what they want to achieve both now and in the future.
Jake likes to utilise cash flow modelling to help bring a client's financial plan to life and help them visualise what the future could look like. Clients often find the modelling to be an extremely useful tool to help inform the decision-making process. Following which, he is able to advise his clients on the best path forwards to achieving their financial goals.
Having worked with a broad range of clients and alongside other members of the advice team, Jake also has experience with retirement planning, tax and investment planning.
Currently working to achieve Chartered status in financial planning, Jake keeps up with his ongoing professional development to maintain and improve his technical knowledge. Before joining The Private Office, he read Business Economics at Leeds Beckett University which is where he first learned about the world of finance and investments and where he made the decision to use his knowledge to help others.
When he’s not at work supporting his clients, Jake loves to get out in nature on long walks and hikes. A big fan of combat sports, it’s always been a dream of his to get in the ring one day!
Areas Of Expertise
- Retirement planning
- Tax planning
- Investment planning
- Protection planning
Qualifications
- Diploma in Regulated Financial Planning
- Financial Planning Process Certificate
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Jake works from our office in Leeds and has clients in areas such as:
Leeds new adviser locations
Leeds new adviser map
- Harrogate
- Ilkley
- York
- Sheffield
- Wakefield
- Doncaster
- Nottingham
- Derby
- Manchester
- Liverpool
- Lancaster
- Newcastle upon Tyne
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Jake's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Diploma qualified financial planner
- Working in financial advice since 2022
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.