Experienced financial advisor joins the team!
We’re delighted to welcome experienced independent financial advisor, Suzanne Jeakins, to the growing team here at Jones and Co.
A member of the Chartered Insurance Institute (CII), Suzanne has over twenty years of experience in the financial services industry. She started her career at Midland Bank and then HSBC, focusing on the lending side of the business. In early 2000, Suzanne made the decision to move into the investment division of HSBC and achieved several additional financial qualifications. She became a fully qualified financial advisor in 2002.
Suzanne left banking shortly after and took up a role in financial planning with Baker Tilly accountants. She then went to work at Grant Thornton in the paraplanning team and provided support and structure for the company’s advisors.
“I missed the everyday client contact that comes with being an independent financial advisor so, when the opportunity arose to take on such a role again here at Jones and Co, it was one I couldn’t miss,” explains Suzanne.
Continues Suzanne: “My favourite part of the job is sitting down with clients, understanding what is most important to them and then helping them to achieve it. Finance can appear daunting and complex for many, there is so much jargon involved! That’s why I also enjoy helping people to interpret their financial goals by simplifying the whole process and making it easy for everyone to comprehend.”
Commenting on Suzanne’s appointment, director at Jones and Co, Mark Jones, added: “Suzanne has a friendly and relaxed approach to advising people; that’s exactly how we like to operate. She has established long-standing and trusted relationships with her clients over the years and is committed to delivering a fully holistic approach to financial planning. I’m delighted to welcome Suzanne to the team as I know that she is highly capable of providing unrivalled professional advice and guidance for our clients’ finances.”