Meet Jan

At work

Jan has more than 25 years’ experience providing financial services. She has supported the growth and development of the business while continuing her role as a Financial Planner.

Jan primarily works with high-net-worth clients and takes great pride in building strong, long-standing relationships with the people she advises. She genuinely cares about her clients and considers it a privilege to be trusted with their financial affairs.

At home

Family is extremely important to Jan, and she enjoys spending as much time as possible with her three children, grandchildren and close friends.

In her spare time, Jan enjoys cooking, reading, travelling around Europe and keeping active through walking. She particularly enjoys Pan-Asian and Italian cuisine and loves cooking for others. Jan also has a particular fondness for the Cotswolds, having spent many years visiting the area while her son attended college nearby.

Jan is passionate about supporting charities, particularly those helping children and young people with special educational needs, and hopes to continue providing ongoing support to causes close to her heart.