Jacob Fay
ASSOCIATE
Jacob is a key member of the team offering guidance to clients regarding various insurance concerns that affect successful individuals.
A significant portion of his responsibilities revolve around individuals who are based in the UK as well as international clients regarding their protection needs, encompassing matters such as IHT cover, income protection and business protection.
He also works closely alongside our directors, Paula Steele and Ken Maxwell, to advise clients on the structuring and placement of Insurance Based Investment Products (IBIPs) as an income and capital gains tax efficient income stream.
He is currently studying towards his Diploma in Regulated Financial Planning. Jacob has a degree in Human Geography from the University of Exeter, where he captained the Men’s Hockey Club.
