Jake Beale

Independent Protection Expert

Overview

Jake is a core member of our protection insurance team and is able to provide advice on a wide range of products.

T: 01273646483

Mon - Fri 10:30 -19:30

jake.beale@drewberryinsurance.co.uk

  Income Protection

  Life Insurance

  Critical Illness Cover

Quick Fire Questions

Tea or Coffee?
Coffee

Biscuit or Cake?
Cake

Cats or Dogs?
Cats

What animal are you?
Orca

Favourite colour?
Blue

Favourite Song / Artist
Nickelback

Biggest Life Lesson
Make the most of every opportunity that presents itself, you can’t go back in time and change it!

Favourite Destination
Florida

Jake's role at Drewberry

Jake has worked in the financial advice sector in the past and moved to Drewberry to pursue his long-term goal of becoming a fully-qualified financial adviser.

Having spent time working in the industry, he has seen the importance and value of good advice firsthand and always aims to go above and beyond for his clients. He has knowledge of the whole protection market ranging from Life Insurance, Income Protection Insurance, Critical Illness and beyond.

Insurance Tip

Top Insurance Tip

Don't just focus on finding the cheapest premiums; speak to someone who knows their stuff as the premiums don't mean much without understanding the policy terms and conditions.

Who is Jake Beale?

Jake has a degree in Accounting and Finance from the University of Brighton. He has previously worked in in a client support role at an IFA while studying towards his professional qualifications.

He is currently studying towards the Diploma in Regulated Financial Planning, enabling him to offer holistic advice on a wide range of protection products for his clients while improving his knowledge in pensions and investments.

What else does Jake do?

Jake is a huge American football fan, both watching it and playing it! He was the captain of his university team and has previously had trials for the Great Britain squad. He likes to keep himself fit and regularly visits the gym in his spare time. He also enjoys spending time with his friends and family and keeping up-to-date with all that's happening in the world of finance.

What our clients say...

5 Star Review
Jake was very knowledgeable
M Korley – 15/09/2017

Jake was very knowledgeable about the type of insurance I was looking for. I was initially looking for a particular type of insurance that I thought I needed from independent research, however Jake presented me with better alternatives for my current situation. Very focused on providing the best type of cover at the best possible price available to clients.

I was also informed of additional services (which were free) to help ensure my insurance worked best for me if and when it was required. Though the information is out there, I may not have come across such information if I had sought insurance independently.

5 Star Review
Excellent communication and polite, professional manner
S Vashisht – 01/11/2017

Excellent communication and polite, professional manner. My adviser Jake clearly explained the policy and answered any questions I had. I felt confident and assured due to my communication with the adviser and I knew that my policy would be set up correctly taking into account my needs. Thank you very much-would recommend Drewberry Insurance.