Jennifer enjoyed a highly successful career advising clients in the banking sector before she became a Chartered Financial Adviser in order to offer clients a more personal, face-to-face service. “I love working with my clients; helping them achieve financial security and independence. Having our own Practice allows us to look after our clients the way we wish to. Our whole approach is customer-focused and relationship-based.”
Jennifer is accredited with APFS, Certs Cii (MP & ER) and specialises in Long Term Care advice and Inheritance Tax planning.
Both Jennifer and Jason are Chartered Financial Planners. This is the industry ‘kitemark’ of quality. Chartered Financial Planners adhere to a strict code of ethics and commit to continuing their own professional development throughout their career. Their practice has also been awarded the ‘chartered firm’ title.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.