Jess has over 7 years experience in financial services, originally starting her career at Critchleys in Oxford and she holds the Level 6 Advanced Diploma in Financial planning as well as the certificate in Discretionary Investment Management and Long term care license.
She also achieved Chartered status in 2021. Jess can advise on a wide range of financial planning issues, including providing investment, retirement and estate planning solutions and she has also has experience advising on specialised investments and tax & trust advice. She was highly commended in the Financial adviser of the year category at the women in financial advice awards 2021.
Jess feels the key to good advice is listening to what really matters to her clients, prioritising the goals they want to achieve and that it’s in the planning, not the product.
Outside of work, Jess is a big advocate of financial education & regularly gets involved in events and campaigns to help the next generation become more financially literate. She is often found with her young son doing various outdoor activities and is an avid horse rider -though she isn’t a fan of the early mornings!