Who Are We?

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 FCA Number is JXS00326 Company FCA Number is 831172 Member of The Personal Finance Society and […]

Qualifications & Professional Registrations CII Level 4 Diploma in Financial Planning since January 2002 CIB Level 3 Certificate in Mortgage Advice and Practice since July 2004 Shortlisted for the Financial Adviser of the year awards in 1997 CIB CeFA Full Financial Planning Certificate since May 1997 Personal FCA Number is DLS00019 Company FCA Number is […]

Matthew joined JDL Wealth Management as a Financial Services Administrator working closely with Jennifer Storey in our Sheffield office in August 2020, having prior attended University in Sheffield studying Aerospace Engineering. Matthew wanted to join Financial Services as he felt the technical and methodical skills, he acquired in his studies would be a good base […]