Jennifer at work
I’ve worked in financial services since 2009, when I started my career in South Africa. I relocated to Scotland in 2015 and have continued to build my experience across the financial planning profession.
With more than 15 years in the industry and a Level 4 Diploma in Regulated Financial Planning, I bring both technical knowledge and a client-focused approach to my role.
I really enjoy being part of the process that helps clients gain clarity and confidence in their financial future. My role involves analysing client information, researching strategies, and preparing clear, personalised financial plans.
I work closely with Gavin to ensure every plan reflects each client’s goals and circumstances. I’m known for my attention to detail, reliability, and commitment to delivering a smooth, supportive experience for every client we work with.
The proudest moment of my career was:
Successfully transitioning my career from South Africa to Scotland. Building a new professional life in a new country wasn’t easy, but it strengthened my skills, resilience, and confidence.
The three things I love most about my job are:
Working closely with clients’ financial information and helping shape strategies that genuinely improve their lives; collaborating with Gavin to build clear, thoughtful financial plans that reflect each client’s goals and values; and the problem-solving aspect – I enjoy diving into the details, analysing different options, and bringing everything together into a straightforward, practical plan.
The types of people I most enjoy working with are:
Supportive, organised colleagues who communicate well and take pride in their work. Being part of a collaborative team makes even the tricky tasks more enjoyable.
