Amy is our trainee Financial Adviser and joined the team in September 2018. Amy is on a course with Jennings & Co to obtain her level 4 Diploma in Regulated Financial Planning. During this time Amy is here to help with client queries and the processing of any admin.
James is our Paraplanner and has worked for Jennings and Co for two years. He has 15 years industry experience in a range of different roles including previously being a financial adviser himself. Now in a non advisory role he is familiar with the entire process of financial planning.
Jane is our Personal Assistant and joined me in February 2017. Jane looks after the administration and marketing and is the first point of contact in the office to organise appointments and call backs.