Jak Ali
MLiBF, DipFA, LLB (Hons), BPTC
Jak Ali is the founder and Managing Director of J.A. Financial Planning and has vast experience in advising clients with their financial planning.
Jak offers bespoke tailor-made financial planning advice and likes to build close relationships with clients and their families. Jak is particularly experienced in complex financial planning, inheritance and estate planning and takes a holistic approach to all aspects of financial advice.
The areas Jak specialises in are:
- Inheritance Tax/Estate Planning
- Investment Planning
- Retirement Planning (including specialist knowledge of TPS & NHS pensions)
- Protection Planning
About
During my career in this industry, I have built a specialist reputation in the public service sector advising professionals from all walks of life. I pride myself on providing a caring and thoughtful approach to all my clients and their families.
In taking a long-term planning approach with clients, I often build a relationship with the entire family to ensure all areas are covered.
In my spare time, I like to read and keep fit (if my knees permit!). Holidays are essential for my wellbeing, so you’ll often find me taking pictures on a beach somewhere!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
