Jake is an Independent Financial Adviser at Insight Financial Associates (trading as Aetas Wealth), based in Cambridge, specialising in employee benefits and corporate financial planning for SME businesses. With a strong focus on the workplace, he supports business owners and leadership teams in designing benefit structures that are both commercially effective and meaningful for employees.
He works closely with employers to review and implement workplace pensions, protection arrangements, and wider benefits, ensuring they are aligned with the needs of the business and its people. His approach is practical and structured, helping organisations move beyond compliance to create benefit strategies that support engagement, retention, and overall performance.
Jake collaborates closely with Aetas ITW and its partner network to deliver joined-up workplace solutions. Through this, he helps businesses address the impact of financial pressure on their workforce, combining benefits consultancy with financial wellbeing support and broader workplace initiatives. His work is centred on improving financial confidence across the organisation while delivering a clear return on employee investment.
