Principal Partner Practice of St. James's Place Wealth Management
Jenny started her career in Financial Services with a Life Company in 1999 advising expats on offshore funds and this is where she gained her Financial Planning qualifications. In 2001 she moved across to one of the top five banks where she spent the next 9 years building her expertise and areas of specialism.
Having spent two years working in the Corporate Market helping businesses enhance their range of employee benefits, Jenny moved into advising clients on an individual basis working as a Financial Adviser.
Jenny then felt it important to focus her energy on more complex financial planning solutions for her clients and moved into the Wealth Management arm of the bank advising Private Banking clients in the areas of Investment Planning, Protection, Retirement Planning and Inheritance Tax Mitigation.
In 2010 Jenny joined CMP Financial to continue providing holistic advice to her clients, while using the St. James's Place distinctive approach to Investment Management. Jenny provides sound advice to her clients based on trust and builds long terms relationships with her clients. By gaining a full understanding of each individual’s current situation and future aims Jenny takes time to build effective strategies to enable them to meet their financial objectives.
Jenny specialises in Inheritance Tax and Estate Planning, Executive Retirement Solutions, Strategic Investment Solutions and Tax Planning.
Jenny is married with one son and when not working enjoys yoga and spending time with her family and friends.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.