Jackie works mainly with successful individuals and business owners who are approaching retirement or who are already retired and seeking sound advice on managing their wealth. They recognise that comprehensive financial planning is key to helping them realise their long term financial objectives. They also appreciate the importance of delegating much of the responsibility of their financial affairs to an expert adviser. Jackie’s clients appreciate the independent and unbiased nature of a fee-based service.
Jackie has been involved in the financial services sector since 1980. Initially working within a life and pensions office for the first 18 years of her career before moving into an advisory role in 1998.
In Jackie’s role within Wren Sterling her main support contact is Jemma Wilson. Jemma joined the sector in 2001 and is fully qualified to diploma level. Jemma initially worked for a large national bank and has built up a wealth of experience which spans across her time working in an advisory role before moving in to a support role.