Jade Carter


01493 800219


Jade has qualifications in both accountancy and financial studies. She started at the company in 2017 and has developed her knowledge and qualifications along the way.

Today she supports Ian with 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…

  • DipFA – Diploma for Financial Advisers
  • CeMAP – Certificate in Mortgage Advice and Practice
  • CeRER – Certificate in Regulated Equity Release
  • CertPFA – Certificate in Paraplanning & Financial Administration


How can we help you?

Send an enquiry

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