Jean works within the financial planning department, specialising in holistic financial planning, pensions, investments and corporate financial advice. Jean advises on tax efficient investing including guidance for Enterprise Investment Schemes, Venture Capital Trusts and also Inheritance tax planning. Previously, Jean trained at NatWest investments followed by Paraplanning and subsequently qualified as an IFA.
A true general sports enthusiast, particularly running, Jean is always active and enjoys maintaining a healthy lifestyle. However, she also cherishes the time she has with her son and going to the theatre.