Position: Financial Adviser
Tel: 020 8853 7160
Fax: 020 8853 7169
Jane is a financial adviser whose role is to create financial planning solutions for our clients. She also assists our lead adviser Ian Starkey.
Jane has worked in finance for 18 years in various guises including stints as a financial journalist. Previously she has worked as a features writer for a financial adviser trade magazine and as a personal finance writer for a consumer website where she specialised in writing about retirement planning and investment planning.
Jane returned to the financial advice arena in 2010. She holds the Diploma in Financial Planning with the designation DipPFS. She is currently studying towards the Advanced Diploma in Financial Planning. Her key areas of interest are retirement planning, investment planning and creating financial plans for clients based on lifetime cash flow forecasting.
Jane holds the following qualifications:-
FP1 Regulatory Paper
FP2 Protection Savings and Investment Products
FP3 Identifying and Satisfying Clients Needs
CF2 Investment and Risk
Certificate in Financial Planning
R04 Pensions and Retirement Planning
J03 The Tax and Legal Aspects of Business
J05 Pension Income Options
J06 Investment Principles, Markets and Environments
AF1 Taxation & Trusts
AF3 Pension Planning
AF4 Investment Planning
AF5 Financial Planning Process
Diploma in Financial Planning