- CII Diploma in Financial Planning Level 4 R01, R02, R03, R04, R05, R06
- CII Advanced Diploma in Financial Planning Level 6 AF1, AF4, AF5, AF8
- CII Certificate in Discretionary Investment Management Level 4 J10
- CII Certificate in Mortgage Advice Level 3 CF6
- CII Certificate in Advanced Mortgage Advice Level 4 R07
- CII Certificate in Securities Advice and Dealing J12
- CII Level 3 Certificate in Equity Release
- Trusts and Taxation J02
Jenny gained a first-class honours degree in Mathematics and Finance at the University of Exeter. The relevant modules undertaken by Jenny were Microeconomics, Statistics, Vectors and Matrices, Financial Markets and Decisions 1&2, Introduction to Accounting and Finance, Calculus and Geometry.
Jenny has achieved the Diploma in Financial Planning as awarded by the Chartered Insurance Institute (CII) and the Advanced Diploma in Financial Planning. Jenny is a member of the Personal Finance Society and a Chartered Financial Planner. Jennifer advises both new and existing private clients.
“I love spending time with my family and friends, baking, walking, going to the gym, playing a competitive board game and eating!”
Jenny is currently on a 3 month sabbatical, and will be returning April 2nd 2024.
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