Based in Brighton & Hove, I provide wealth management advice to clients both within the City, and more widely throughout the south east of England.
I have worked for 27 years in financial services including 14 years as a Financial Adviser.
Prior to establishing JPS Wealth Management Ltd, I spent 27 years working in the financial services industry, having worked with major high street Banks. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service..
In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I enjoy reading Non-Fiction and spending time with my family.
Charity is also important to me and I regularly donate my time to various Charitable Societies.
*Trusts are not regulated by the Financial Conduct Authority
Based on what I am considering, Jayna explains my options well and I feel comfortable with her so I have no problems asking her questions. She has never made me feel pressurised into making decisions and for that reason alone I will continue to use Jayna to discuss my financial position and choices....
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.