Jenna is a member of our paraplanning team. She delivers the very important research and reports that justify and support our advice.
Jenna also takes responsibility for administering our new investment, pensions or insurance business from the point of application through to successful completion. She deals with the entire product range that Estate Capital advises on.
Having graduated with a BSc in Accounting at Swansea University, she is currently studying towards the Chartered Insurance Institute Diploma in Financial Planning which she expects to complete soon.
- Bachelor of Science (BSc) in Accounting – Swansea University.
- Chartered Insurance Institute (CII) RO1 Regulation &Ethics
- Chartered Insurance Institute (CII) RO5 Financial Protection