Jacob Hartley is crowned youngest ever Fellow of the PFS

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We're proud to announce that Jacob Hartley, a 21-year-old member of our LIFT-Academy program, has qualified as the youngest-ever Fellow of the Personal Finance Society (PFS). 

As the only firm ever to have been awarded the title of PFS Chartered Financial Planners of the year twice, we are particularly proud of Jacob’s achievement. With LIFT-Academy we are passing on the benefits of our high professional standards to members of the Academy program, which Jacob joined in July 2015.

On the journey to Fellowship he has so far sat 19 exams, the highlight of which was passing two Advanced Diploma exams in each of two sittings during 2018. As well as the high-level of dedication and commitment Jacob has shown to achieving his goal, he credits the support he has received from us during his time here and the environment we have created for young high-achievers to flourish in.

Jacob hopes that he can be an inspiration to other young people who want to pursue an alternative to the traditional route of full-time university. He said: “I’m extremely proud of this achievement as it’s a true reflection of all the hard work I’ve put into study over the last three years, at times sacrificing some of the normal things someone of my age would be doing with their spare time”.

“LIFT-Financial strive for high standards in terms of professional qualifications and that was a great motivator me. It is often thought that if you don’t go to university your career prospects will be limited, but I think my journey so far shows that full-time university is not the only path for a successful future. It’s tough juggling 19 exams with a full-time job, but I wouldn’t have done it any other way”. 

Keith Richards, CEO of the Personal Finance Society, said: “On behalf of everyone at the PFS, we congratulate Jacob on becoming a Fellow at such a young age. Jacob’s achievement demonstrates an outstanding commitment to attaining professional qualifications and is the gold standard in technical competence. We look forward to following his career in our profession closely.”

I’d like to say on behalf of LIFT-Financial that we are proud of Jacob, not only for successfully passing 19 exams in record time, but also for the way he has committed himself to this at such a young age. Investing in the future of young talent through the LIFT-Academy program is a key priority for us and we are fortunate to have a great team of people who are committed to excellence within the industry. We see a very bright future for Jacob and will continue to support him as works towards achieving Chartered status in the future.

Jacob will be attending his graduation ceremony on 26th April in the Great Hall of the Worshipful Company of Insurers which is also the home of the CII and the PFS.   

Mike Holden, Founder & Group CEO

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