Jenny joined the firm in 2013 and is one of our home-grown financial planners within the team. 

Before stepping into her role as a financial planner in 2020, Jenny worked within our Client liaison, business support and technical teams, gaining hands-on experience in all areas of financial planning which helps to underpin her excellent client service.

Jenny is qualified with the Diploma in regulated financial planning and is close to achieving the highly respected Chartered financial planner status. She works with a wide range of clients including individuals, charities, trustees and powers of attorney.

Jenny helps clients make informed financial decisions and works with people from all stages and directions of life in navigating their finances. Whether it be setting up the foundations, planning for retirement, or structuring the estate to minimise the tax burden of loved ones. Her excellent client feedback demonstrates her commitment to bringing clarity and confidence to everyone she works with.

In her spare time, Jenny enjoys competitive pilot gig racing. She spends her weekends attending regattas across the Southwest with her husband and has competed in the annual World Pilot Gig Championships at the Isles of Scilly.