Jake Bernardi

Wealth Planner

Having originally completed his Apprenticeship in Civil Engineering, Jake felt his future career aspirations and skills lay more suited to the Financial Sector.

Jake initially joined Mackenzie Investment Strategies (acquired by Succession in 2018) as an administrator but quickly progressed and has now achieved his Diploma in Financial Advice through the London Institute of Banking and Finance. Having now achieved his qualification, he is looking forward to building on his experience as well continuing to grow a client bank which he can develop a long and trusted relationship with in order to help them achieve their life goals. Jake will continue his studies working towards Chartered Status as part of his continual self-improvement.

Away from work, Jake enjoys keeping active through going to the gym, kickboxing and football as well as spending time with friends

07855 102982

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