Chartered Financial Planner
Jade is a Chartered Financial Planner and a Pension Transfer Specialist. Her commitment to on-going professional development is testament to her achieving Fellowship status of the Personal Finance Society – 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 them with their holistic financial planning to ensure that their pensions and investments remain on track to meet their long-term objectives.
Outside work, Jade can often be found walking her springer spaniel Jinx, or playing golf at Saddleworth Golf Club. She also loves running, eating out and holidays.
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.
- My dog
- Food shopping
- Uncomfy shoes