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Before joining Mattioli Woods, Jacob worked at the largest manager of venture capital trusts and investments that qualify for relief from inheritance tax. This provided him with expertise in the areas of inheritance tax planning and investments that provide tax relief for clients, and this remains one of his core interests to date.
Jacob holds the CII Diploma in Regulated Financial Planning and completed his degree in Finance and Investment Management at Northumbria University. He is now applying this knowledge to provide advice to clients in respect of pension planning, personal investments and the options available in relation to inheritance tax planning.
Outside of work, Jacob is currently renovating an old cottage in South Leicestershire, which keeps him busy. In his spare time, he likes to play golf with friends.
