0330 038 8939
Based in Bury
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FCA Regulated
Jenny and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 June 2025
Jenny and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Jenny has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jenny has received 16 client reviews in the past 12 months; 100% of these have been verified
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: 13 February 2025
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.
4
Qualifications Uploaded
Jenny has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jenny has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jenny has not yet added their fees to their profile
Fees not yet added
Jenny has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jenny and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 June 2025
Jenny and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Jenny has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jenny has received 16 client reviews in the past 12 months; 100% of these have been verified
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: 13 February 2025
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.
4
Qualifications Uploaded
Jenny has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jenny has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jenny has not yet added their fees to their profile
Fees not yet added
Jenny has not yet added their fees to their profile
With more than 17 years' experience in the financial services industry, I act as a key point of contact for high-net-worth clients as I spearheads our Family Office service. Having originally joined the Financial Options Group team in 2013 as a personal assistant before progressing to become a paraplanner and later a financial adviser, I attained the Level 4 Diploma and Certificate in Mortgage and Advice Practice in 2018. A member of our Board since 2021, I achieved Chartered status in 2023. When im not in the office, I love to travel. I am married and my pastimes include photography, dining out and long walks with my husband Martin and Shihpoo, Eric. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 17/03/2025.
Offers available through VouchedFor
Contact Jenny through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Jenny's clients
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