Biography
Jacob joined JM Finn as a Wealth Planner in 2026. He is a Fellow of the Personal Finance Society and a Chartered Financial Planner. He has 5 years’ experience working for Independent Financial Advisers and prior to this served 12 years in HM Armed Forces.
His expertise includes retirement planning, inheritance tax mitigation and wealth structuring. He lives in North Yorkshire with his young family and consequently has no time for hobbies beyond walking his dog, Hector.
Jacob Parsons is based in our York office
JM Finn,
HQ Building,
Hudson Quarter,
Toft Green,
York,
YO1 6JT
Taking a long-term view is important to ride out the impact of short-term market fluctuations, writes Investment Director Paul Tyndall.
Falling share prices and sell-offs in some AI-related stocks are indicators that investor patience for meaningful returns may be wearing thin, writes Andrew Mann.
Watch the September video update on the JM Finn Investment Management Service.