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Christine

Advisor
Age
31-45
Nationality
British
Civil status
Married
Kids
No
Passionate about
My family
Skiing
Walking my dog
City, Country
Christchurch, GB
Christine Jarvis, SmartPurse Coach
I'm your right coach because
I am a female chartered financial planner, i help clients prioritise and build plans for now and the future. I am a good listener and extremely understanding. My philosophy is to keep things simple and straightforward as life is complicated enough.
I can support you in the following:
Advice on house purchase and mortgages
Estate Planning (e.g. Inheritance, Legacy)
General advice, e.g. review of a personal situation
Help with retirement planning
Insurance
Tax advice
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Face to face
Skills & Qualifications
Company name Eight Wealth Management
Function / Role Chartered Financial Advisor
Place of work Representative of a smaller organisation e.g. boutique bank
Years of experience 10 - 20 years
APFS Chartered Financial Planner
Regulatory (FCA) Authorized: Yes
Reference Number 416757
Contact me

Eight Wealth Management Ltd  is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website
www.sjp.co.uk/product.