Jessica takes pride in getting to know her clients well, helping them as individuals but also as families in understanding their finances and preparing for the future. This includes pension planning; investment planning; tax-efficiencies and Intergenerational planning.
A commitment to her client means a high standard of service and care with considered analysis, and a focus on individual circumstances. This enables the client to be involved, and ensures they receive thoughtful advice tailored to them.
Financial planning has always been in the background with her father being an IFA and running his own business (with her mother) since she was a young child. She remembers clearly making clients a coffee all those years ago, when they would come to visit for their meetings.
At home, Jessica is active (enjoys running, yoga, Pilates and is generally not too good at sitting down), whilst she has two young boys to keep up with!!
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.