Jess joined us having gained several years in the financial services industry. Having achieved her Diploma in Financial Planning and on her way to Chartered status, she uses her knowledge from various leading national firms in the industry to ensure every client receives the unique experience they deserve, helping them achieve a financial plan for life. As an Independent Financial Planner, Jess also sits on our Investment Management Committee and supports Rory’s team.
With both a Master’s of Science and Bachelor of Science from Cardiff University, she has a passion for the charity sector, as demonstrated by her time spent researching and volunteering in Latin America, and now more locally with homeless communities across Surrey and Hampshire. Outside of work you will also find her attending local classes in ballet and Pilates as well as spending time with her family.
