Jenny Planner Email
Director, Chartered Financial Planner and Paraplanner @ Amber River C&M
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Jenny Planner Location
- Lossiemouth, GB
Jenny Planner Work
- 2023 -now Director, Chartered Financial Planner and Paraplanner @
- 2005 -2023 Chartered Financial Planner and Paraplanner @
- 2003 -2005 Mortgage Advisor @ Abbey
- 2002 -2003 Paraplanner @ Higgins, Morrison & Reid
- 2002 -2002 paraplanner and administrator @ Abercrombie financial (IFA)
- 2000 -2002 Sales Support @
- 1999 -2000 Customer Service @ Aberdeen Asset Management
- 1996 -1999 checkout operator @ Tesco PLC
Jenny Planner Education
- Chartered Insurance Institute
Advanced Diploma in Finacial Planning (Financial Planning and Services)
1999-2016 - university of abertay
Bachelor of Arts (B.A.) (financial services)
1997-1999 - university of abertay
hnd accountancy
1995-1997 - Speyside High School 1989-1995
Jenny Planner Skills
- Estate Planning
- Financial Advisory
- Pensions
- Fixed Annuities
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Critical Illness
- Investments
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Wealth
- Inheritance Tax Planning
- Retirement
Jenny Planner Summary
- Jenny Planner, based in Lossiemouth, GB, is currently a Director, Chartered Financial Planner and Paraplanner at Amber River C&M. Jenny Planner brings experience from previous roles at Campbell & McConnachie, Abbey, Higgins, Morrison & Reid and Abercrombie financial (IFA). Jenny Planner holds a 1999 - 2016 Advanced Diploma in Finacial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Estate Planning, Financial Advisory, Pensions, Fixed Annuities, Retirement Planning and more. Jenny Planner has 2 emails on RocketReach.
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