Jennifer (Jennifer Nicholls) Jones
Milton Keynes, United Kingdom
Managing and protecting your wealth. DIP IP PFA
Financial Services
Education
South Thames College 1975 — 1977
Secretarial Course
Ursuline Convent High School 1970 — 1975
Experience
Totus Capital Ltd January 2013 - Present
Tamar IFA Ltd March 2009 - January 2013
Grand Union Financial Services Ltd August 2008 - February 2009
HSBC March 2004 - August 2008
Chancery Group Ltd March 2003 - October 2003
Charles Schwab February 2002 - March 2003
Lloyds TSB May 1997 - February 2002
Santander (Abbey National) August 1995 - May 1997
Santander (Abbey National) May 1994 - August 1995
Santander (Abbey National) June 1989 - May 1994
Skills
Insurance, SIPP, Life Insurance, Pensions, Fee, Personal Finance, LinkedIn, Strategic Financial..., Wealth Accumulation, Investments, Financial Planning, Retirement, ISA's, Savings and..., Protection, Retirement Planning, Wealth Management..., Auto enrolment of..., Finance, Investment Risk..., Critical Illness, Inheritance Tax Planning, Inheritance Tax and..., Global Asset Allocation, Investment Advice, Reviews, Entrepreneurship, Mortgage Protection, Shareholder Protection, Investment Management, Mortgage Marketing, Investment Strategies, Equity Release, Trusts, Financial Advisory, Asset Allocation, Savings, Fixed Annuities, High Net Worth..., Income Protection, Independent Financial..., Funding, Business Protection, Pension Planning and..., Estate Planning, Keyman Insurance, Family Protection, Small Business, Presentation skills, Business, Investment Advisory