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.
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.