Jacob Fay
ASSOCIATE
Jacob is a key member of the team, providing tailored advice to clients on a wide range of insurance related matters that impact high and ultra-high net worth individuals and families.
His work primarily focuses on supporting both UK-based and international clients with their protection planning needs, including inheritance tax (IHT) cover, income protection, and business protection solutions. Jacob also collaborates closely with our directors, Paula Steele and Ken Maxwell, to guide clients on the structuring and implementation of Offshore Bonds as an effective strategy for deferring income and capital gains tax while generating tax efficient income streams.
Jacob holds a Diploma in Regulated Financial Planning and is currently working towards achieving Chartered Financial Planner status. He graduated from the University of Exeter with a degree in Human Geography and captained the Men’s Hockey Club during his time there.
