- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
Jessica Smith-Burrows.
After attending Bournemouth School for Girls, Jessica graduated in 1997 from a specialist college of the University of Southampton with a Bachelor of Arts Combined Studies degree. Since then she has completed the Chartered Insurance Institute (CII) Certificate in Financial Planning and is now undertaking the Diploma and Advanced Diploma in Financial Planning. She has also completed the Chartered Institute for Securities and Investment (SII) Investment Administration Qualification (IAQ).
Jessica has managed investment operation teams, including trading and settlement, at Skandia and James Hay and has worked on developing procedures, systems and controls within their wrap and non-wrap propositions. Whilst previously specialising in investment administration, she is now keen to develop her knowledge of other areas, particularly pensions, at the Legal Brokerage.
In her spare time Jessica enjoys attending the theatre, music concerts and travelling.
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Jessica Smith-Burrows Senior Research Analyst
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Stephen Dockree Financial Planner
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst