Jade Carter

Trainee Paraplanner

01493 800219


Jade has qualifications in both accountancy and financial studies. She is currently studying for her Diploma in Financial Advice.

Today she supports both Alex and Ian, helping with general administrative duties.

The best bit…

Jade loves working with the team to ensure that all clients are fully catered for.

Colleagues would say Jade is…

Cheeky, organised and a fast learner.

At home…

Jade enjoys walking her dog, spending time with family and watching films. She also has a thing for Jaffa Cakes!

Relevant Qualifications…

CertPFA Certificate in Paraplanning & Financial Administration


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