Existing clients tel 0141 337 1346

ACSI MLIBF

Financial Planner

Jackie has worked in Financial Services for over 30 years for institutions including Prudential and AXA.

Jackie has been advising private and corporate clients since 2001 on a range of financial planning matters including pensions and retirement planning, strategic investment advice and tax planning.

Jackie is a member of the Chartered Institute of Securities and Investments and The London Institute of Banking and Finance and in addition, holds professional qualifications from the Personal Finance Society. Jackie continues her self-development undertaking regular exams demonstrating commitment to professionalism and ethical practice.

Jackie also holds specialist Pension Transfer Permissions, enabling her to provide advice in all areas of pension planning, including Defined Benefit Transfers.

Call 0141 337 1346 Existing clients tel 0141 337 1346

Get financial advice now

Please let us know your name.
Please let us know your email address.
Please enter a valid phone number
What are you looking for advice on? Invalid Input
Please select your preferred date/time for an appointment Invalid Input

(Please note this is not an official booking form and our team will be in touch with a confirmed date/time)

Please let us know your message.
Invalid Input