Jennifer Storey

Tel: 0114 2128710 / 07813 820548

Job Title: Director

Qualifications & Professional Registrations

  • CII Full Financial Planning Certificate since March 2002
  • CII Level 4 Diploma in Financial Planning since December 2008
  • CII Level 6 Diploma in Financial Planning since June 2016
  • Chartered Financial Planner since June 2016
  • Personal FCA Number is JXS00326
  • Company FCA Number is 831172
  • Member of The Personal Finance Society and Chartered Insurance Institute

Career Background

Jennifer has specialised in investment and pension advice for over 20 years. She works with a wide range of clients from professionals and business owners to retirees. Jennifer’s strengths lie in listening to and understanding a clients’ objectives and motivations; and helping them achieve their goals by delivering advice in a digestible format, aiming to demystify the jargon and putting together a coherent and understandable financial plan which is regularly reviewed and monitored.

Jennifer has a 2:1 degree in Business Studies and has worked for both national organisations and small private firms where she has built up extensive experience of working with clients across many different sectors.

She takes her on-going professional development very seriously and holds advanced qualifications in the area of pensions, investments, tax planning and financial advice. She achieved chartered status in June 2016 which is currently only held by around 20% of the industry.

Testimonials

“We have been greatly impressed during this time of financial turbulence and uncertainty that your positive and proactive management of both our pension and other investments continues to give us confidence about our short to medium term financial stability and well-being whilst producing steady growth for the long term.  Furthermore, you took the patience, effort and time to ensure we understood the options open to us along the way and the reasons for your recommendations”.

Paul and Debbie

“We have very much enjoyed meeting you and consulting with you. We have been impressed with the clarity of your advice and the thoroughness with which you have researched the information given to us. We have every confidence in your professional expertise and standards, and look forward to our future association”

Tim and Cilla Price

“Thank you for confirming the transfer of my SIPP. I’ve been delighted with the level of service you provide. Thorough and clear assessment resulting in recommendations which are hugely beneficial to me personally. Given I have 25 years’ experience in Financial Services you adapted your style and approach excellently – I would have no problem in recommending you. Looking forwards to retirement!”

Darren Hepworth

Contact Details