Jenny is one of our Client Support Managers and brings considerable knowledge and experience to our team. With over 20 years working in the insurance and financial services profession and 12 years working as a Paraplanner for high net worth clients. She holds the Diploma in Financial Planning from the Personal Finance Society and is part way to becoming Chartered.
Conducting research and planning, and providing technical support to our Financial Planners, Jenny forms a central point of contact for them, whilst working closely with the support team.
Jenny joined Magus Wealth because in her own words ‘They really do put the client at the heart of everything they do, ensuring that they focus on the client’s needs at all times’.
It was also really important to Jenny that she worked with a team that really supported each other.
“There is a real team spirit here, everyone is extremely friendly and there is a wonderful energy that flows throughout the business.”
Outside of work, Jenny mainly looks after her two young children Oliver and Jessica, and she spends her time going on walks across the south downs, seeing friends and family, and watching movies.