Jenny joined the firm in 2013 and is one of our home-grown talents within the team. Before stepping into her current role as a Financial Planner, 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.
Focusing her work on individuals who are in retirement, Jenny enjoys working with her clients to make sure they can enjoy their retirement and achieve their life ambitions free from financial worry. She also works closely with colleagues to provide advice on investment planning, estate planning, pension and retirement income planning, tax planning and personal protection.
Having completed a Diploma in Regulated Financial Planning, Jenny is well on her way to achieving the highly respected Chartered Financial Planner status.
In her spare time, Jenny enjoys competitive pilot gig racing with Brixham Gig Rowing Club and spends the summer months attending regattas across the Southwest. She is working towards her level 2 club coach badge and even competes in the annual World Pilot Gig Championships at the Isles of Scilly.