Professional history: Jenny has been an IFA for eight years following a 21 year career as the South Eastern Regional Manager for Liverpool Victoria, managing a team of 10 consultants.
“I enjoy unravelling the perceived complexities around investments, especially pensions, and decided to use my experience to work directly with customers with a ‘Plain English’ approach to finances. I like to think my clients come away with not only their finances in order, but a better understanding of how they work and what they can realistically expect to achieve.”
Personal synopsis: Outside of work, Jenny and her husband are kept busy by a young daughter, holidays as a family and a love for genealogy.
PP Services: Pensions; Retirement Planning; Investment; Tax Planning; Family Protection
Date started: 2014