Jake joined the firm in December 2014 to become a member of the board of directors.
He started his accountancy career back in 1999 joining national accountancy firm, Moore Stephens as a Trainee based in their Bath office. After quickly gaining his qualification with the AAT (Association of Accounting Technicians) he moved on to qualify and become a member of the ACCA (Association of Chartered Certified Accountants) and now has his fellowship. During his 14 year stay with Moore Stephens a number of promotions led to him to the position of Senior Manager within the Business Services department before leaving to join Chalmers HB.
Jake provides business and tax advice to a wide range of business’s and individuals. An emphasis is placed on a personable approach being able to establish and understand each individual client’s aims and objectives to provide a suitable tax efficient structure in which these can be achieved.
He lives locally to the office and outside of work when not spending time with his wife and two children he will usually be found either playing or following most sports. Jake plays club Squash and is also a big football fan having previously played himself from a young age. Being a sociable individual, enjoying good food in the company of friends is also a favourite past time.