Meet Jenny
Find out more about Jenny’s credentials, affiliations, and accreditations below or get in touch to arrange a confidential, no-obligation conversation about planning for later life and how her expertise and experience can help you.
The gold standard in financial advice for older people and their families.
SOLLA helps people and their families find trusted, independently accredited financial advisers who truly understand the financial challenges of later life and retirement planning. All SOLLA advisers specialise in the needs of older people, combining professional qualifications with proven experience and practical expertise. Independent accreditation provides added reassurance that advisers can offer the right guidance and support at the right time.
Jenny is SOLLA’s West Midlands Regional Coordinator and chairs quarterly meetings for SOLLA members, including financial advisers and affiliate organisations working across the later-life sector. This role helps strengthen professional collaboration and provides clients with access to a broad range of trusted services that support later-life planning.
CISI
A member since 2007, Jenny is a Fellow of the Chartered Institute for Securities & Investment and holds the CISI Level 6 Certificate in Private Client Investment Advice & Management, awarded with merit.
The CISI is a leading professional body that sets rigorous standards of professional excellence for securities, investment, wealth management, and financial planning professionals. Its members are required to adhere to the CISI’s eight Principles, which oblige them not only to comply with regulatory requirements but also to always uphold the Institute’s core values.
DEMENTIA UK
Jenny is a Dementia Friend.
A Dementia Friend is somebody who learns more about dementia, how it can affect someone and the small ways they can make a difference in their communities. Many people living with dementia often feel isolated and left out because dementia is still so misunderstood. This lack of understanding can make it harder for people with the condition to stay independent and feel connected to their communities. Dementia Friends help to change that by using their awareness to do simple, everyday things that matter, helping people with dementia live their lives to the fullest.