Jak Crossley

What is your average day like:
My perfect day would have to start with a morning surf at sunrise followed by a walk along the cliffs. Any day for me is centred around music so my afternoon would be split between listening to music and recording some new music with the evening topped off watching The Cult live in an open air venue. If anyone knows one place where this is all possible on the same day please do let me know.
What do you like most about your job?
The thing I like the most about my job is the conversations that I have, I meet fascinating people from all wakes of life and hear about all of their incredible experiences. I also love the fact that with my job it is my job to ensure that those experiences do not stop once they reach a certain age. The difference that the correct financial management can make to someone's quality of living is extraordinary.
How long have you worked in Financial Services
I've worked in financial services since 2021 working my way up to the role that I am in now. I aim to take my clients and ensure that the right planning is in place to achieve financial security and the subsequent freedom that comes from this not just for today and tomorrow but for the rest of their lives.
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What Jake\s Clients Have to Say

5 stat review
Just a small token of our appreciation for all your good advice and financial help over the years.
5 stat review
We think of you as more of a friend than a financial adviser!
5 stat review
We are so pleased with the way it has all gone. Thank you for everything you did!
5 stat review
I have used Phil Anderson Financial Services for several years now and rate the services as first class.
5 stat review
Your attention to detail and service was fantastic!

Jake Crossley is a dynamic and personable independent financial adviser at Phil Anderson Financial Services Ltd., where he combines his analytical skills and industry knowledge to provide clients with tailored financial planning solutions. With a background in both paraplanning and advisory roles, Jake offers a holistic approach to wealth management, retirement planning, tax strategies, and inheritance planning, helping clients achieve their financial objectives with confidence.

Jake began his financial services career in 2021, progressing rapidly from trainee paraplanner to independent financial adviser. His experience spans roles at Blithe House Financial Management Ltd. and Poynton Financial Services, where he developed a keen understanding of investment strategies, cash flow forecasting, and the importance of robust financial planning. His military experience as an Officer Cadet with the British Army's Sheffield UOTC has further enriched his leadership and team-building skills, which he brings into his advisory work.

Clients appreciate Jake’s approachable nature and his ability to make complex financial concepts easy to understand. He is known for building strong relationships, listening carefully to clients' stories and ambitions, and crafting strategies that enhance their quality of life. His passion for financial planning is matched only by his enthusiasm for music—as the lead guitarist and singer in the band "The Context," Jake channels his creativity both on stage and in his professional life.

When not advising clients or playing music, Jake enjoys surfing at sunrise, walking along coastal cliffs, and seeking the perfect blend of nature, music, and adventure. His ideal day might end with a live concert by The Cult in an open-air venue—a fitting reflection of his love for life and his commitment to helping others enjoy their own adventures, no matter their age.

For those seeking an adviser who is as engaging as he is knowledgeable, Jake offers a refreshing approach that blends professional expertise with genuine care for his clients' futures.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

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