Jen is an independent financial adviser with a broad financial services background. This experience provides a strong foundation for delivering well-structured financial advice supported by a deep understanding of regulation, governance and financial risk.
Before moving into financial advice, Jen held a number of senior and strategic roles, developing expertise in overseeing financial operations, managing regulatory requirements and ensuring a robust risk management framework. This background provides clients with the reassurance that their financial planning is approached with careful analysis, strong oversight and long-term strategic thinking.
Areas of advice include:
- Pensions and retirement planning
- Investments and wealth management
- Protection
- Mortgages