Home › Financial Planners › Jacob Rudman
Based at
Shipman Wealth Management
Position
Senior Consultant
Serving clients in
Swindon, Chippenham, Cirencester, Marlborough, Cotswolds, Wiltshire, Bristol
Jacob Rudman
Senior Consultant
Jacob has over 20 years' experience working in the financial services industry. He is a Chartered Financial Planner and a member of the Chartered Insurance Institute.
After university, Jacob worked at a national bank and decided to become a financial adviser. From then he started taking professional qualifications to fulfill this goal, and has worked as a financial adviser since the age of 25. Over the years, he has provided advice covering most aspects of financial planning to a broad range of clients, including individuals, business owners and trustees. He specialises in providing retirement, inheritance and investment solutions.
After university, Jacob worked at a national bank and decided to become a financial adviser. From then he started taking professional qualifications to fulfill this goal, and has worked as a financial adviser since the age of 25. Over the years, he has provided advice covering most aspects of financial planning to a broad range of clients, including individuals, business owners and trustees. He specialises in providing retirement, inheritance and investment solutions.
Expertise in
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