01494 530 111
enquiries@ejsfp.co.uk
Emma brings to her financial repertoire a maths degree and analytical approach that has made her incredibly successful at working on the technical intricacies of planning across many years.
“It’s extremely rewarding to create opportunities for our clients to make the most of their money and meet or exceed their financial objectives.”
Emma holds the Diploma in Financial Planning and an advanced technical pensions paper (G60). She is also a member of the Personal Finance Society.
Jason’s extensive experience across all areas of financial planning has cultivated a wide circle of individual and corporate clients who frequently seek his advice and enthusiasm on a wide array of financial planning areas.
Jason is particularly experienced in SIPPs and pre-and post retirement planning.
He is also co-author of the chapter “Rewarding and Incentivising Non-family Directors and Employees” in the published book “The Society of Trust and Estate Practitioners Handbook for Advisers”. Jason holds the Diploma in Financial Planning and is a member of the Personal Finance Society.
Details coming soon…
We have an experienced administration team, supporting our advisers and providing excellent service to all our clients on a day-to-day basis.
Joanne Deacon – Client & Business Support Manager joanne.deacon@ejsfp.co.uk
Briony Gibson – Paraplanner briony.gibson@ejsfp.co.uk
Wayne Roy – Senior Administrator wayne.roy@ejsfp.co.uk
Patricia Lake – Administrator patricia.lake@ejsfp.co.uk
Thanks for all the hard work. K.C