Wealth Management
Meet the Team
Calum Dolan
Independent Financial Adviser
Calum brings a clear, straightforward and client-focused approach to financial planning, helping clients make sense of their finances and align them with the life they want to lead. A lover of travel himself, he believes good financial planning is about more than products and performance — it’s about creating clarity, confidence and the freedom to enjoy lifes experiences. Outside of work, Calum enjoys keeping active through running and any sport that gets him moving, and can often be found at Portman Road on a Saturday supporting Ipswich Town. He also values time outdoors with his dog Luna and, in his spare time, considers himself something of a chef, results may vary, but the enthusiasm is always there.
Jake Greenleaf
Independent Financial Adviser
Jake has lived in Ipswich his whole life, aside from three years studying Economics & Management at the University of Kent, Canterbury. A passionate football fan, he devotes much of his free time to following Ipswich Town, to his partner’s occasional frustration. When he’s not supporting his local team, he’s usually playing padel or getting back into running, a sport he loved growing up. The drive and discipline he brings to these pursuits, paired with his analytical and thoughtful approach, help clients navigate their financial futures with confidence. At home, he’s kept on his toes by Loki and Leo, his two spirited and endlessly mischievous cats.
