Since starting in financial services in 1997, Jeanette has gained a wealth of experience and knowledge. Initially, in retail banking, progressing to become a regulated Bank Manager and then on to become a Regional Director, responsible for branches across Yorkshire, Derbyshire and Lincolnshire. She moved to specialise in providing holistic financial planning solutions, honing her professional expertise to focus on working directly with individual clients. She knows the value of building close relationships to fully understand her clients’ personal and professional priorities, working with them and their families in creating the optimal path to financial comfort, security and success.
While she looks after clients through all their life events, she specialises in Retirement Planning: working with clients as they prepare for finishing work, helping them navigate the myriads of options this presents. Jeanette’s approach offers clarity and simplicity without compromising technical sophistication resulting in long-term, trusting and loyal client relationships.
She advises businesses from small entities to large national companies, providing employer/employee support via seminars and surgeries and advice to business owners on solutions to safeguard their future.
When not working, she can be found with her nose in a good book, whacking a tennis ball (badly!) or dragging her teenaged daughters away from screens out into the fresh air as well as going home to Ireland whenever she can.