Jess joined us in 2020, shortly thereafter becoming an Independent Financial planner. Having gained several years of experience in the financial services industry, she uses her knowledge from various leading national firms to ensure every client receives the unique experience they deserve. Jess also sits on our IMC, being highly involved in the investment management of her clients’ savings. Jess has a passion for empowering women with their finances and believes financial education is the most important place to start.
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. Outside of work, you will find her attending local classes in ballet and Pilates as well as spending time with her family.