Clear, Independent Advice tailored to You
I’m Jacob Leggatt, an Independent Financial Adviser based in East Sussex.
I specialise in helping people approaching retirement make the most of what they’ve built With years of experience working with individuals and families across Sussex, I provide clear, honest advice tailored to your circumstances, not a one-size-fits-all solution. Whether you’re looking to understand your pension options, protect your wealth for the next generation, or simply feel more confident about your financial future, I’m here to help you make the right decisions at the right time.
As an independent adviser, I’m not tied to any product provider or restricted to a limited range of solutions. That means my advice is always in your best interests, whole of market, conflict-free, and built around what matters most to you.
I work with a small number of clients, which means you’ll always deal directly with me, not a call centre or a junior member of staff. From our first conversation to your ongoing financial plan, you get personal, consistent advice from someone who genuinely understands your goals.
Independent Financial Adviser | East Sussex
Authorised through Throgmorton Private Capital Ltd. (FCA Number 431157)
About Me
About Jacob Leggatt
Qualifications
I’m a fully qualified financial adviser, holding the Diploma in Regulated Financial Planning (DipPFS) through the Chartered Insurance Institute (CII). I also hold additional specialist qualifications in pensions, mortgages, equity release, and Long-Term Care (CF8).
Experience
With over nine years of experience in financial services, I bring a wealth of experience and insight to every client relationship, and I’m committed to delivering comprehensive, regulated financial advice tailored to my clients’ individual needs and life stages.
Expertise
I specialise in retirement planning, income strategies and investment management. I collaborate closely with clients to design personalised financial plans that are often focused on building sustainable, tax-efficient income in later life.
My approach combines technical expertise with a deep understanding of what matters most to my clients. Whether planning for retirement, managing investments, or shaping a financial legacy, I’m known for clear, jargon-free advice and a commitment to building long-term relationships based on trust, transparency, and sound financial planning. My personable, human-centred process ensures that clients not only feel understood, but also empowered to take control of their long-term financial wellbeing.
Personal
Away from work, I enjoy a full and well-balanced personal life. I have always lived in and around Eastbourne, and I’m passionate about travel and a lifelong sports enthusiast. As a proud season ticket holder at Brighton & Hove Albion, I understand the value of loyalty and long-term thinking and principles.
Services
We take pride in what we do
I help clients across East Sussex with:
• Retirement planning
• Pension advice
• Investment planning
• Estate and inheritance planning
• Protection and life cover
• Tax planning
• Cashflow modelling
About Throgmorton Private Capital
"We believe that nothing is more important than your trust and that top quality independent financial advice can help you to build a more certain financial future"
Established in 2002, we are rated by Plimsoll to be among the UK’s leading and strongest independent financial advisers (Plimsoll IFA Analysis Reports: every year 2016 to 2024). We are authorised and regulated by the Financial Conduct Authority (FCA), which means that our clients are protected under the Financial Services Compensation Scheme (FSCS) with respect to any recommendations that we make.
We specialise in providing independent and unbiased whole of market financial advice to individuals, professionals and companies, regarding all aspects of personal and corporate financial planning; building our success upon a reputation for providing high quality and truly impartial advice, based upon our expert knowledge of financial markets and taxation. We offer clients a clearly defined service, transparent fee structure and an effective ongoing service proposition.
Our Values
Well-informed whole of market financial planning is the cornerstone of everything we do. Our core values ensure that we act with the utmost degree of integrity and professionalism and are open and ethical at all times. In essence, we put our clients’ best interests at the heart of the business to ensure that we provide you with the peace of mind that your financial future is more secure as a result of working with us.
Our four key business principles centre around honesty, integrity, reliability and value for money. Our financial advisers and service administrators strive to deliver consistently high standards and are committed to delivering an excellent customer experience.
Jacob Leggatt is an Independent Financial Adviser (IFA) trading under Throgmorton Private Capital. Independent advice means I am not tied to any particular provider or product range and can recommend solutions from across the entire market, tailored to your individual circumstances and goals.
For full company details, please visit https://www.throgmortonltd.co.uk.
Complaints
If you wish to register a complaint against us, please contact us in writing at the above address or telephone us on: +44 (0)1304 371753. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS) at www.financialombudsman.org.uk.
Compensation arrangements
We are covered by the Financial Services Compensation Scheme (FSCS). You may be entitled to compensation from the Scheme if we cannot meet our obligations. This depends on the type of business we advise you about and/or arrange and the circumstances of the claim. If you would like further information, details are available at www.fscs.org.uk or telephone 0800 678 1100.
Rights to change your mind
We will inform you of your statutory right to change your mind. The Distance Marketing Directive normally grants you 30 days in which to cancel a life or pension contract. However, there may be occasions where no statutory rights are granted, although this will be explained to you before any contract is arranged on your behalf.
Refunds and cancellation policy
Our fees are payable subsequent to our professional advice services being provided and are therefore not refundable in normal circumstances. Fees paid in respect of Ongoing Service are not refundable. However, any ongoing services may be cancelled at any time upon request. Please also see ‘Rights to change your mind’ above, in respect of cancelling individual products or policies.
Should a refund be required due to any element of dissatisfaction on your part, this should be addressed via our normal Complaints Procedure as noted above. We will always try to resolve the issue to your satisfaction.
Information from third parties
We will endeavour to provide our services and advice as soon as is practical, but are often dependent upon the provision of information from third parties. We will keep you informed of progress in the preparation of our services and advice.
Governing Law
These terms shall be governed by the laws of England & Wales.
Dispute resolution mechanism
Any dispute arising out of or in connection with this contract, including any question regarding its existence, validity or termination, shall be referred to and finally resolved by arbitration under the London Court of International Arbitration (LCIA) Rules, which Rules are deemed to be incorporated by reference into this clause.
The number of arbitrators shall be one. The seat, or legal place, of arbitration shall be London. The language used in the arbitral proceedings shall be English. The governing Law of the contract shall be the substantive Law of England & Wales.
Throgmorton Private Capital Ltd.
Telephone: 01304 371753 Email: admin@throgmortonltd.co.uk
Registered Office: 14 Miller Court, Severn Drive, Tewkesbury Business Park, Tewkesbury GL20 8DN
Registered in England No. 4490404. Authorised and regulated by the Financial Conduct Authority (FCA).
Copyright © 2017 Throgmorton Private Capital.