Position: Trainee Financial Planner
During her career, Jacqui has worked as a broker consultant for a variety of large insurers including Britannia and Scottish Life, specialising in pensions advice.
She holds the G60 pensions qualification of the Advanced Financial Planning Certificate alongside the diploma in Financial Planning and is currently working towards chartered planner status.
Jacqui says the best part of her job is helping people to achieve their life goals. She enjoys making the complicated uncomplicated and saving people money, whether that be through tax planning, IHT mitigation or some other method.
Away from work, Jacqui’s creativity comes to the fore as she pursues her love of photography and painting, while she also enjoys playing golf and taking long walks with Stevie, her oversized Shitzu-Yorkie dog.
Having recently become a Grandma for the first time, Liverpool-born Jacqui dreams of returning to the Maldives one day and maybe enjoying a pre-dinner vodka martini with James Bond.