We’re delighted to introduce you to Jenny Jones, the newest member of Acumen’s rapidly expanding team! Jenny is an Independent Financial Adviser and we’re delighted to welcome her on board. We’re sure that she will be a great asset to the firm. Read on to find out more about Jenny’s expertise and experience.
Jenny’s 30-year career in the Financial Services Industry began in 1984 with Royal Life Insurance in Liverpool. Over the course of an 11-year tenure she worked in both the Life and Pensions New Business departments, gaining invaluable knowledge and experience in both areas.
At the beginning of 1995, Jenny then joined Griffiths & Armour in Liverpool, working in the Financial Services department. It was here that she trained as an Independent Financial Adviser, gaining her Diploma in Financial Planning, and she continued in this role when Griffiths & Armour Financial Services were acquired by Charles Stanley in 2008.
Jenny said: “I have been with Acumen for less than a month, but I already feel completely at home here. I am delighted to have been given this opportunity and am looking forward to being part of what I feel is going to be an exciting future.
“My goals are to continue to offer the best possible service to clients and to develop my advisory skills further, as well as enjoying being part of the successful Acumen team,” she added.
Acumen Managing Director, Angela Maher, said: “We are thrilled to have Jenny on board. Acumen and our clients are sure to benefit from her vast experience and knowledge of most areas of financial planning. Her particular strength in Retirement and Investment Planning will certainly be beneficial.
Acumen is growing rapidly, which is hugely exciting for us all. As we continue to recruit high calibre staff, like Jenny, the quality of our offer just goes from strength to strength. Of course, as we always say, our commitment to first class customer service and tailored financial advice is our number one priority and Jenny is the perfect embodiment of that ethos
Jenny endeavours to build long-standing relationships with clients based on trust, honesty and integrity. Her friendly manner and approachability ensures that clients feel at ease talking to her about any issues or queries, no matter how big or small. She pays close attention to detail and always give 100 per cent, whatever the task in hand.
Jenny, who is from the Wirral and currently lives in Meols, counts cooking, reading, travel and spending time with family and friends among her many interests out of work.
To discuss your financial plans with one of Acumen’s dedicated team, please contact us today on 0151 520 4353 or email firstname.lastname@example.org . For more information please visit www.acumenfinancial.co.uk.