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 developed her technical expertise within our Client Liaison, Business Support and Technical teams, gaining hands-on experience in all areas of the financial planning.
Having completed a diploma in Regulated Financial Planning, Jenny is well on her way to achieving the highly respected Chartered Financial Planner status.
Jenny enjoys working with her clients to realise their dreams and aspirations, wherever they are in life’s journey. Jenny’s services include lifetime cashflow forecasting, investment planning, estate planning, pension and retirement income planning, tax planning and personal protection.
In her spare time, Jenny enjoys competitive pilot gig racing with Brixham Gig Rowing Club and spends the summer months attending regattas across the South West.