One of the Youngest Financial Planners to be on the FCA Register this year - Jake Crossley

Jake Crossley is as far as I'm concerned one of the success stories in Financial Planning.

He joined the profession when he was 17 doing an internship with Poynton Financial Services before going to University for a term in Sheffield.

Jake then went back to Poynton in January 2023 as a Paraplanner, learning from his Director there how to conduct meetings and the role as a researcher and report writer. He started his exams in April 2023 and becoming fully qualified Diploma qualified this year, taking just one year to get all of his exams done.

I explore with him his early days at Blithe Financial Planning and how he has tackled being one of the youngest Financial Planners in the Profession.

I find out from Jake why he joined the Financial Planning profession and decided against "doing the norm" of going to University.

Most importantly I get from him his tips for anyone looking to get into the Profession and how to tackle the exams.