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Based in Abingdon
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FCA status: Certified by Firm
Jess is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jess's status
Last checked: 02 June 2025
Jess is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jess's status
Recent Client Reviews
Jess has not received any client reviews in the past 12 months
Jess has not received any reviews in the last 12 months
Jess has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 02 August 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Jess has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Jess has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jess has not yet added their fees to their profile
Fees not yet added
Jess has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jess (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Jess
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jess (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jess is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jess's status
Last checked: 02 June 2025
Jess is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jess's status
Recent Client Reviews
Jess has not received any client reviews in the past 12 months
Jess has not received any reviews in the last 12 months
Jess has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 02 August 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Jess has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Jess has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jess has not yet added their fees to their profile
Fees not yet added
Jess has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jess (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Jess
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jess (based on 3 first impressions)
Jess has over 7 years experience in financial services, originally starting her career at Critchleys in Oxford and she is a Chartered Financial Planner, holding the Level 6 Advanced Diploma in Financial planning as well as the certificate in Discretionary Investment Management and Long term care license. She also achieved Chartered status in 2021. Jess can advise on a wide range of financial planning issues, including providing investment, retirement and estate planning solutions and she has also has experience advising on specialised investments and tax & trust advice. She was highly commended in the Financial adviser of the year category at the women in financial advice awards 2021. Jess feels the key to good advice is listening to what really matters to her clients, prioritising the goals they want to achieve and that it’s in the planning, not the product.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jess's clients
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