Jennifer Storey AFPS
Director at JDL Wealth Management Ltd
Qualifications & Professional Registrations
- CII Full Financial Planning Certificate since March 2002
- CII Level 4 Diploma in Financial Planning since December 2008
- CII Level 6 Diploma in Financial Planning since June 2016
- Chartered Financial Planner since June 2016
- Personal FSA Number is JXS00326
- Company FSA Number is 597985
- Member of The Personal Finance Society and Chartered Insurance Institute
Having completed my degree in 2001, obtaining a 2:1 in Business Studies, I began my career in an academy programme run by Barclays. Here I obtained competent adviser status and completed a number of exams including advanced papers in tax planning and investments.
Following my time at Barclays I worked as a paraplanner in London for 7 years. This experience allowed me to fully understand the full process of giving advice from initial enquiry to implementation and the ongoing review and management of clients.
I returned to the North in 2008 and resumed a client facing role working as an IFA for a chartered firm in Sheffield for three and a half years. This role required me not only to manage and expand my own client base but also support one of the directors in servicing his high net worth client bank.
Following this role, I joined a national firm as a self-employed financial adviser for two years. This firm had extensive links with trade unions and affinity groups which allowed me to further expand on my client base. This move was to be the stepping stone to achieving my dream of becoming a Director in my own firm, JDL Wealth Management Ltd, formerly Grange Court Financial Management LLP, established in July 2013.
I take my on-going professional development very seriously and hold advanced qualifications in the area of pensions, investments, tax planning and financial advice. I achieved chartered status in June 2016 which is currently only held by around 10% of the industry and I believe shows my commitment to the academic aspect of my job and ensures my technical knowledge is of a very high standard.
“We have been greatly impressed during this time of financial turbulence and uncertainty that your positive and proactive management of both our pension and other investments continues to give us confidence about our short to medium term financial stability and well-being whilst producing steady growth for the long term. Furthermore, you took the patience, effort and time to ensure we understood the options open to us along the way and the reasons for your recommendations”.
Paul and Debbie
“We have very much enjoyed meeting you and consulting with you. We have been impressed with the clarity of your advice and the thoroughness with which you have researched the information given to us. We have every confidence in your professional expertise and standards, and look forward to our future association”
Tim and Cilla Price
“Thank you for confirming the transfer of my SIPP. I’ve been delighted with the level of service you provide. Thorough and clear assessment resulting in recommendations which are hugely beneficial to me personally. Given I have 25 years’ experience in Financial Services you adapted your style and approach excellently – I would have no problem in recommending you. Looking forwards to retirement!”
- Office 0114 2128710
- Mobile 07813 820548
- Email email@example.com