Jillian Fenner

Elixir has been offering independent advice for over 10 years, specialising in pensions, investments, protection and mortgage advice. Jill started her career with Lloyds Bank, where she developed the valuable attributes of trustworthiness and an ability to understand complex financial transactions in a logical manner. She and her then business partner, Richard, then moved into financial advisory arena, working for a large National Accountancy firm as well as a number of Wealth Management firms, before jointly setting up Elixir Financial Management Ltd in 2010. In order to remain independent, Jill moved the business, now as a sole adviser and known as Elixir Financial Planning, under the umbrella of Sandringham, and continues to provide strategic planning advice using a holistic approach to clients’ financial planning objectives. My areas of expertise are: Pensions, including Income Drawdown, Mortgages, Protection, planning for Small to Medium-sized Businesses, Investments and their tax wrappers, along with Estate planning. I offer independent, impartial and tailored advice. My remit is to hear and fully understand a clients’ objectives and what matters to them, and then construct a tailored strategy to achieve important goals and aspirations. It has been a privilege to be alongside and see so many clients achieve these. My client base is diverse, and I can help with objectives from starting on the property ladder, protecting your family’s wealth, business planning, right the way through to taking retirement benefits and beyond. When you don’t have the time to see the way forward, I do, and would love the opportunity to work alongside you. When I am not working, I run 2 allotments, have a much loved and mischievous Siamese Cat, and when time permits my passion is travelling and experiencing other cultures.