“Go confidently in the direction of your dreams. Live the life you have imagined.”
Henry David Thoreau
Jennifer Arthur is an Independent Financial Adviser (IFA) with Money Advice and Planning Ltd. She has been providing financial advice on pensions, investments, savings and business/family/personal protection insurance since 2007.
Her career started in one of the UK’s largest building societies, which really cemented her client-centric approach, with her main focus being to help her clients achieve their wishes through sound financial planning.
A goal without a plan is just a wish. Jennifer aims to help you realise your wishes and dreams for your future, set a road map and plan for your future success. Often, this can be a daunting or confusing process for some, but Jennifer’s clients have often said they find the financial review fun and enjoyable.
Such visits have allowed clients to highlight their current financial position and the goals needed to get to the next stage in their plan. Often, Jennifer can look at plans and goals that clients either had not thought possible, or maybe had not even considered at all.
Jennifer’s “aha” moment came early in her career. She was married, became a mum and was diagnosed with a critical illness all at the same time. Jennifer has been on every side of financial advice – as adviser, client and claimant. Knowing the security that comes with really good financial planning gives her a real desire to make sure all her clients have the same protection. She takes comfort in knowing her clients are protected and safeguarded as best they can be against most of what life has to throw at them.
“Money Advice and Planning has given me the freedom to really explore investment funds and performances for my clients. I am amazed to see what new opportunities and increased investment growth will become available, which I can provide for my client’s portfolios!”.
You can contact Jennifer at a time that suits you on:
Mobile: 07908 825 112