DipPFS, Certs CII (FS)

Having started out in the financial services industry in 2017, it soon became clear to me that building solid relationships with clients isn’t just part of the job, it’s also a passion of mine. It brings a great sense of fulfilment knowing that my clients feel at ease placing their trust in me and my expertise.

Taking on a Financial Adviser means the client has a wealth of knowledge and experience to call on, to help them achieve their personal financial goals and objectives. I therefore believe that an integral part of accomplishing this is to first have a safe, relaxed but professional environment to hold these conversations, and with someone whom individuals hold mutual trust and respect; thus, allowing a sound financial plan to be formed.

With ever-changing rules and regulations within this sector, it is my responsibility to take away the stress and challenges of planning someone’s finances and giving them the reassurance that they are equipped for all the stages of their life.

I’m a Somerset girl through and through. For me, nothing beats the beauty and tranquillity of the local countryside that I so proudly call home. My partner & I plus our lively Cocker Spaniel, Chester love our long walks together across the local beaches and fields. I am also a huge music lover and in my spare time often provide vocals at weddings and events in and around the South West.

Meet the Team

Jenny Manders

Director

Sophie Milsom

Financial Adviser

Victoria Forster

Partner Support Specialist

Paige Mariner

Client Liaison Manager

Josie Farley

Partner Support

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