Jacob Wolf - Go IFA - Independent Advice

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Jacob Wolf

Jacob Wolf CFPChartered FCSI
Indendent Financial Adviser

Jacob qualified as a Chartered Accountant in 1979 and as a Chartered Tax Adviser in 1980. Jacob was admitted as a member of the Institute of Financial Planning in 1988 and as a member of the Society of Trusts & Estates Practitioners (STEP) in 1995. He qualified as a Certified Financial Planner in 1999.
Jacob brings a wealth of experience and helps clients with their lifestyle financial planning and as a result their personal goals. This brings a close and long term relationship between Jacob and his clients.

Jacob specialises in:

  • Pre retirement planning  

  • At retirement planning

  • Savings and investments planning

  • Inheritance  tax planning

  • Protection

  • Tax planning

  • Corporate financial planning

  • Lifetime cash flow modelling

Email: jacob.wolf@go-ifa.co.uk
Telephone direct: 07712 634385
Office: 01527 549807

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