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Christine

Adviser
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/adviser 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
Specialist Insurance
Tax planning
Help with retirement planning
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
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 Other
Years of experience 10 - 20 years
APFS Chartered Financial Planner
Regulatory (FCA) Authorized: Yes
Reference Number 416757
Contact me

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.