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Jacob Eyres

Independent Financial Adviser

As an experienced financial adviser having been in financial services since January 2017, I am able to advise on and provide investment, pension, mortgage and protection advice from helping clients plan for their retirement to helping individuals obtain cover to protect any liabilities, their income and their family, to guiding first time buyers through the process of purchasing their first home.

I aim to be approachable, concise and the point of contact throughout my client’s transactions, helping to deliver the best outcome for them at all times. Outside of work I enjoy spending time with my young family, my two labradors and the occasional round of golf when time allows.

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Locations

Based in

South West

Covers

Somerset, Devon, Dorset

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