Jacob Price

Financial Consultant

Jacob joined the Westerby Group in 2019, bringing with him strong experience in client management. He has worked closely with high‑net‑worth clients and has managed a wide range of complex tasks, including non‑standard investments, property transactions, and the administration of both SIPP and SSAS arrangements.

After starting his career at Westerby Group in September 2019, Jacob transitioned internally to our financial advisory firm in May 2023. Since then, he has achieved his Level 4 qualification and is now a fully qualified Financial Consultant.

In his current role, Jacob is dedicated to helping clients plan for their future with confidence. He focuses on understanding their goals and providing clear, tailored financial advice to support both their immediate needs and long‑term aspirations.