Jenny is a member of SOLLA, having achieved the Later Life Adviser Accreditation (LLAA), the recognised benchmark for advice skills of those advisers who specialise in the older client market.
SOLLA was established in 2008 as a not-for-profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. SOLLA helps people and their families find trusted accredited financial advisers who understand financial needs in later life.
Click on the logo for more information and helpful advice from SOLLA
Since 2006, Jenny has been a member of the Chartered Institute of Securities and Investments and has achieved a merit in CISI Level 6 Certificate in Private Client Investment Advice & Management.
The CISI is a leading professional body for securities, investment, wealth and financial planning professionals who demonstrate the highest standards of professionalism.
Jenny Lomas Financial Advice registered office, 1 Barford Woods, Barford Road, Warwick, CV34 6SZ.
Authorised and regulated by the Financial Conduct Authority. Jenny Lomas Financial Advice is entered on the Financial Services Register https://register.fca.org.uk/ under reference 842769
If you wish to register a complaint, please write to firstname.lastname@example.org or telephone 01926 401189
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them at 0800 0234 567.