Andreea Jackson

DipFA Financial Planning Consultant

Andreea is a very professional individual who is customer orientated, offering first class professional service to her clients. She has excellent knowledge in relationship management coming from experience she has obtained working for the Nationwide and Wesleyan, delivering a great level of customer service.

Andreea’s Diploma in Financial Planning and the experience she has gained throughout her career has enabled her to develop expertise in pension planning, investments, protection and Inheritance Tax planning.

With her skills and immense ability to articulate and persuade, Andreea thrives in a role where she can identify her customers’ needs and can build rapport, gaining trust from her customers and opening up opportunities to implement the most suitable solutions, ensuring that her customers receive the best possible service and advice.

 

 

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
 

The Financial Conduct Authority do not regulate Trusts and Inheritance Tax Planning.


Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection