Position: Executive Chairman & Chartered Financial Planner
Tel: 01278 788646
Fax: 01278 789237
2016: Personal Finance Society Chartered Champion for Exeter & North Devon Region.
2016 & 2013: Guest Lecture to 120 Final Year Personal Financial Planning students at University of West of England, Bristol.
2015 onwards: Presented the Positive Wealth Creation Ltd prize for the University of West of England best student performance in Personal Financial Planning.
2015: Sponsored & gave presentation at Grays Inn Seminar for Part Time Fee Paid Judges.
2011: Jenni supported the Money Advice Service by delivering 'Making the Most of your Money' seminars in the workplace.
In 2008 Jenni was appointed a Vice President of the Insurance Institute of Bristol. Late in 2007 Jenni achieved the prestigious title of Chartered Financial Planner.
Jenni is an Associate of the Personal Finance Society (APFS) through passing the CF2 exam called Investment and Risk and CF6 on Mortgages, J01 Personal Taxation and J02 Trusts and AF1 Taxation & Trusts. Jenni is also the firm’s Corporate Pension Transfer specialist by examination and experience and refreshed this knowledge through passing a further examination called Retirement Options in June 2005 in light of proposed Pension Simplification.
The first English woman to join the Million Dollar Round Table (MDRT) Quarter Century Club for 25 years consecutive qualification in 2003. MDRT is the premier assocation for global financial service professionals.
Jenni was awarded the Insurance Institute of Bristol prize for the best completion of the Advanced Financial Planning Certificate (AFPC) in 2002. This followed gaining the Insurance Institute of Bristol prize for best performance in the Chartered Insurance Institute’s G10 exam on Taxation and Trusts in the West of England in 2000. This is the core exam of the AFPC.
- BSc (Econ) Hons
- Chartered Financial Planner
- Advanced Financial Planning Certificate, including G60 Pensions, K10 Retirement Options, Distinction in G10 Taxation & Trusts. Advanced Diploma AF1 Taxation & Trusts. Diploma in Financial Planning modules J01, J02, CF2 & CF6