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Jamie Jacobs

Chartered Wealth Manager & Certified Financial Planner

I graduated from the University of the West of England in 2008 with a degree in Business Studies and then spent some time in SE Asia and Australia. Through my friendship with Ashton at Uni an opportunity soon arose to move into a house share with him in Bristol which I grabbed.

Following this I met Max a number of times and was impressed with his plans for the future, the business he was building and the increase in professionalism in the advice industry. Seeing Ashton develop with his career, and progression through professional qualifications, I was keen to do likewise. Thankfully Max asked me to join the Ifamax team soon after and I have since become both Chartered and Certified through the CISI.

Out of work you are likely to find me up on the Downs in Bristol kicking a ball about for Clifton St Vincent’s or following the misfortunes of Yeovil Town FC. I also enjoy the Office sitcom, festival season, Mr Brightside by The Killers and eating spicy food.