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Jane Reade
As the Head of Financial Planning, I am responsible for shaping the services we offer to our clients and passionate about ensuring that we deliver a range of services to help them achieve their financial goals. I also provide technical support to our advisers, ensuring that our clients receive a holistic financial plan tailored to individual needs, built from a range of outstanding financial products that are right for them, taking into account the appropriate tax and legislative considerations.
I am also the lead Pension Transfer Specialist in the business. I help to ensure that any pension transfers we recommend are in the client's best interest and that our advisers have a robust understanding of this area.
My Qualifications
I am a former winner of the Advanced Financial Planning certificate prize by the Insurance Institute of Leeds. I am a Chartered Financial Planner, Fellow of the Personal Finance Society and Pension Transfer Specialist and my qualifications are:
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Certificate in Financial Planning
- Award in Pensions Update
- Certificate in Mortgage Advice
- Certificate in Financial Planning and Lifetime Mortgage Activities
- Certificate in Financial Planning and Long Term Care Insurance
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
What drives me?
I enjoy being part of a team that is client focussed, delivering the type of quality service I would want to receive personally if I was in need of advice. I like to attend the theatre and rock concerts and, in quieter moments, am an avid reader.
How do I help you?
- I oversee all defined benefit transfer advice to ensure that it is of the highest quality and regulatory standard.
- I ensure that our adviser team always has the most current information to hand to support your financial planning needs.
- I continually review our existing services to ensure they are the very best they can be for you.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.