Q & A with Jenna
How did you get into financial services?
I began my career in finance after graduating from university, starting with Aviva before taking the step into independent financial advice. I have 15 years of industry experience. I started with Insight in November 2022.
What are your areas of expertise?
I specialise in providing independent financial advice across pensions, investments, tax, estate planning and long-term care planning. I enjoy helping people make sense of their finances and feel more confident about the future, whether they are planning for retirement, investing for the long term, protecting their wealth or considering how best to fund future care needs.
I hold the Diploma in Financial Planning and am currently undertaking further examinations towards becoming a Chartered Financial Planner. I believe good financial advice starts with understanding each client as an individual – their goals, priorities and what matters most to them. My approach is friendly, personal and straightforward, with the aim of making financial planning easier to understand and helping clients make informed decisions with confidence.
What do you love helping clients with?
Helping clients make sense of their finances and plan for the future. I believe the best advice starts with a conversation – understanding who my clients are, what matters to them, and what they want their money to achieve. I take the time to build genuine, long-term relationships and believe that good advice should leave you feeling informed, confident and in control.
It's time in the market not timing the market.
More about Jenna
What advice have you given that helped a client and made you proud?
I advised my clients to get married to save on inheritance tax. You could also see they were secretly pleased.
What’s the most unusual thing you’ve ever helped a client fund?
It’s been fairly standard… funding hip/knee operations, freedom to retire early, house deposits for children or weddings. And of course the usual, cars, campervans and cruises!
What’s your personal financial freedom dream?
To own property in Barbados.
What’s the best thing you’ve ever spent money on?
Holidays and time away with family.
What’s something colleagues would be surprised to learn about you?
I was a chess prodigy.
Invest and start saving sooner.