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Jacob Proudfoot

Financial Adviser

I joined Fairstone in 2021 whilst still studying for my degree in Finance and Investment Management from Northumbria University. Since then, I have been dedicated to helping clients achieve their financial goals through personalised advice and strategic, long-term planning.

I offer guidance across all key areas of wealth and financial planning, including investment strategies, pensions, and protection advice. My approach centers on gaining a thorough understanding of each client’s unique financial position and aspirations, delivering advice in a straightforward and accessible way to support confident decision-making.

My goal is to build lasting relationships that empower clients to actively shape their financial futures.

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

All of UK - Remotely

Covers

All of UK Remotely

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