Jade Rose

JADE ROSE

WEALTH PLANNER

Jade, previously a KYC Officer at Byblos Bank and Financial Advisors Community Lead at US professional networking platform, Fishbowl. Jade is a fully qualified Wealth Planner and has over eight years’ experience in financial services.
In her role at Kingswood, she will provide financial advice to a range of demographics, including entrepreneurs and those in the creative industries, with a particular focus on building financial roadmaps and investment strategies. Through the lens of tax-optimisation, Jade will also guide millennial clients and their families through the intergenerational wealth transfer.