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Jake Hickman

Financial Planning Assistant

Jake has been working in the financial services industry for several years.

Working alongside our financial planning team, Jake ensures the smooth process of the business and allows our Financial Advisors to focus more closely on clients and their investments.

As a paraplanner, Jake is a highly analytical and qualified individual, and applies his skills to a variety of tasks from product research to report planning and compliance.

A welcome addition to Successful Ways’ growing financial services team, Jake is helping our advisers to provide a superior professional experience.

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