Jenny

Adviser

Age

46-65

Nationality

British

Civil status

Kids

Passionate about

Helping people reach their goals

My family

The planet and making a difference

City, Country

London, GB

I'm your right coach/adviser because

I am based in London and enjoy working with a wide variety of clients including those that run their own businesses and families that wish to focus on intergenerational planning.

I can support you in the following:

Specific investment advice, e.g. build/manage an existing portfolio

Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)

Help with retirement planning

Help to set-up or sell a business

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

Skills & Qualifications

Company name Challoner Wealth Management Ltd

Function / Role Partner

Place of work Other

Years of experience 10 - 20 years

CII Diploma

Regulatory (FCA) Authorized: Yes

Reference Number 594696

Contact me

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

The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.

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.