Jade North
Chartered Financial PlannerMy journey
- Advanced Diploma in Financial Services
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Society of Trust and Estate Practitioners (STEP) Affiliate
The Society of Trust and Estate Practitioners (STEP) is the leading body in the multi-disciplinary field of Trust and Estate work. As an accredited STEP practitioner, Jade has obtained her certificate qualification in trusts and the estates field and is able to provide specialist advice in this area.
Fellow of the Personal Finance Society
Jade is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that she has attained and maintained the most prestigious level of professional financial planning achievement.
My first encounter with financial services was a short stint sitting behind the counter at a well-known bank. I quickly moved to a lending specialist where I went on to take my mortgage exams.
Instead of moving into a role in mortgages, I started to do my financial services exams and secured a role as a Trainee Financial Adviser in my early twenties.
Lacking confidence and real-life experience, I focused my attention and studies on the technical side of financial planning.
I spent almost eight years at JLT, now Mercer, working partly in a technical capacity and partly in an advisory pension role.
I have worked for CBW since 2019. I have a small portfolio of clients I actively look after, and I assist the other Financial Planners with technical support for their clients.
What I enjoy most about my job
I enjoy building relationships with clients and getting to work with a well-rounded bunch of people.
About me
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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