Jenna began her career in financial services in 2012, gaining experience across a variety of roles within the industry. She has worked as a paraplanner since 2018 and achieved her Diploma in Regulated Financial Planning in 2020. Jenna joined the firm in January 2024 and has since progressed to the role of Financial Planner.
Working closely with clients, Jenna provides tailored financial planning advice to help them achieve their long-term goals. She supports clients across a wide range of areas, including retirement planning, investments, inheritance tax planning, estate planning and protection, combining technical expertise with a holistic approach to financial advice.
Outside of work, Jenna enjoys spending time with friends and family, travelling, running and keeping active in the gym
