Jake Bernardi – Inverness
I have worked in Financial Services since 2017, initially joining Mackenzie Investment Strategies (acquired by Succession in late 2018). I started off working in administrative and paraplanning roles, before quickly progressing and becoming an Independent Financial Adviser. I hold the relevant specialist qualifications and experience to specialise in pension planning and long term care but continue to undertake further exams with the goal of achieving Chartered status.
My role as a Financial Adviser involves working collaboratively with individuals and businesses to help identify and achieve their personal financial goals, whether it’s wealth accumulation, retirement planning, inheritance tax planning or a combination.
In recognising that everyone has individual needs, I am passionate about spending time getting to know and better understand you and your family, in order to ensure my financial planning is holistic and truly bespoke to each client.
Once I have an understanding of your individual needs, I will be able to create your financial plan, incorporating the use Lifetime cash flow modelling. I will also work alongside the other professional advisers you employ to ensure an integrated solution. My focus is to explore the options available and provide clients with financial peace of mind by helping them make sensible decisions in relation to their financial goals.
Away from work, I enjoy keeping active through going to the gym, golf and cycling as well as spending time with friends and family.