Jacob Rudman

I am a Chartered Financial Planner with over 15 years' financial services experience.

My background

After University, I worked at a national bank and decided to become a financial adviser. From then I started taking professional qualifications to fulfill this goal, and have worked as a financial adviser since the age of 25. Over the years I have provided advice to various types of clients, including individuals, business owners and trustees.

  • Wealth Management
  • Inheritance Tax and Estate Planning
  • Retirement Planning
  • Pensions and Divorce
  • Defined Benefits Transfer
  • Business and Personal Protection
Contact Jacob