- Diploma in Financial Planning Level 4
- Mortgage Advice CF6
- R07 Advanced Mortgage Advice
- JO2 Trusts
- J10 Discretionary Investment Management
- AF8 Retirement Income Planning
- AF1 Advanced Diploma in Personal tax and trust planning
- AF4, Advanced Diploma in Investment Planning
- AF5 Advanced Diploma Financial Planning Process
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!”
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