Jade Taylor

Chartered Financial Planner

Jade is a Chartered Financial Planner and a Pension Transfer Specialist. Due to her commitment to on-going professional development, Jade was recently awarded Fellowship status of the Personal Finance Society, which is the highest level of qualification that can be awarded to a Financial Planner.

Jade enjoys working with clients to make their desired lifestyle a reality. She helps clients with their holistic financial planning to ensure that their pensions and investments remain on track to meet their long-term objectives.

See Jade's qualifications

Personally

Outside work, Jade can often be found walking her springer spaniel or playing golf at Saddleworth Golf Club. She also loves running, eating out and holidays.

Importantly

All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.

You can view Jade’s entry on the FCA Register by clicking here.

You can view Jade’s SPS by clicking here.

Jade loves

  • Hiking
  • Golf
  • My dog
  • Skiing
  • Spreadsheets!

Jade loathes

  • Food shopping
  • Rain
  • Uncomfy shoes
  • Clutter
  • Traffic