An expert in Later Life finance, Jenny has joined us with over ten years of experience in financial services, including working for a leading chartered accountancy in the west of England, a National Wealth Management firm and in a joint venture with a regional law firm.
Jenny is a Chartered Financial Planner and a Fellow of the Personal Finance Society, a title endowed to only a select few. She is also an associate member of SOLLA (Society of Later Life Advisers) demonstrating her commitment to assisting the older generation and their families with their financial planning needs.
Jenny’s passion lies in helping individuals create financial blue prints for their retirement years, a core service provided by Goodmans as financial planners. Her expertise include pension planning, estate & inheritance tax planning and care fee planning.
Jenny and her family originally hail from Africa but have made Devon their home. Since moving here, they have embraced a low impact lifestyle which includes minimalism and the ‘slow travel; slow food movement’; perfect for indulging their passion for exploring the Devon countryside.