Jake Lowry Dip PFS
Independent Financial Adviser

Jake is the founder of Halen Wealth which was formed in 2019, he is a qualified independent financial advisor able to offer advice in planning, pensions, investments, inheritance tax and family protection.

With over 20 years financial services experience behind him, Jake is able to truly offer the best advice to his corporate and individual clients, leaving them feeling confident and secure in their future investments. His down-to-earth and honest approach allows him to build loyal relationships with clients and their families through trust, communication and understanding.

His ethos is simple “what’s best for the client”, this along with the wish to look after and communicate with them as if they are part of his own family has resulted in many new clients coming to him directly from personal referrals, something he is extremely proud of.

Jake works hard to secure his clients' futures for their families, and outside work he does the same for his. He enjoys spending time with his wife, children and labrador bonnie, taking long walks or getting out on his bike. He is a keen football and rugby enthusiast, having played at a professional level for Newport RFC and coaches for both his sons at Cowbridge RFC. When he’s not out and about getting muddy Jake enjoys spending time socialising with friends.