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Jake Mclaughlin DipPFS EFA™

Jake Mclaughlin DipPFS EFA™

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location of Jake Mclaughlin DipPFS EFA™Portugal

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  • Timeline

  • About me

    Executive Director of deVere & Partners Portugal and Senior Wealth Manager at deVere & Partners Switzerland SA

  • Education

    • Longford International College

      2020 - 2020
      Diploma Leadership in Sport Distinction

    • Grammar school at Leeds

      2008 - 2010
      3 A-Levels History, Geography, Physics

    • Grammar School at Leeds

      2003 - 2008
      10 GCSEs Grade A-C

      Activities and Societies: Active role in all sporting teams including, rugby, football & athletics, Public Speaking, Debating

    • Northumbria University

      2011 - 2015
      Environment Engineering Environmental Engineering Second Class (Upper Division) Honours Degree

      Second Class (Upper Division) Honours Degree

    • Northumbria University

      2010 - 2011
      Further Degree Environmental Engineering

      1st Class Honours

  • Experience

    • DeVere Group

      Jun 2015 - Dec 2020

      During my time as a TWA in Malta I worked extensively within the private client analyst role. Much of the analysis was focused around macro-economic strategy within our fund platform and foreign exchange strategy; ensuring clients were protecting their wealth as well has maximizing growth potential. In addition I spent time working within the advisory department, providing solutions for former Lehman Brothers UK employees including advice and valuations on frozen Lehman Brothers UK pensions.

      • Senior Wealth Manager

        Oct 2019 - Dec 2020

      • Wealth Manager

        Mar 2018 - Oct 2019

      • Wealth Management Consultant

        Dec 2015 - Mar 2018

      • Trainee International Wealth Advisor

        Jun 2015 - Dec 2015

    • DeVere & Partners Switzerland SA

      Dec 2020 - now
      Senior Wealth Manager

    • DeVere Portugal

      May 2021 - now

      • Executive Director

        Jun 2024 - now

      • Area Manager

        May 2021 - Jun 2024

  • Licenses & Certifications

    • Charterd Institute for Securities and Investments 1

      Chartered Institute for Securities and Investment

    • RO1 Financial Services, Regulations and Ethics

      Chartered Insurance Institute

    • RO3 Personal Taxation

      Chartered Insurance Institute

    • RO5 Financial Protection

      Chartered Insurance Institute

    • RO2 Investment Principles and Risk

      Chartered Insurance Institute

    • RO4 - Retirement & Pensions

      Chartered Insurance Institute

    • RO6 Financial Planning Practice

      Chartered Insurance Institute

    • European Financial Advisor

      EFPA Europe │ European Financial Planning Association

    • International Certificate in Wealth & Investment

      Chartered Institute for Securities & Investment (CISI)