Mike Jenner  APFS Dip PFS Cert CII (MP)

JENNER WEALTH MANAGEMENT LTD

Chartered Financial Planner

07910 284 339

financial advisors near me

At Jenner Wealth Management Ltd, I offer my clients a dedicated personal and corporate wealth management and financial planning service.

My philosophy focuses on maintaining a long-term, trusted relationship with my clients, helping them create a firm foundation in meeting their financial objectives so that they can look to the future with confidence and optimism.

I have been in the Financial Services industry for over 29 years, and having achieved Chartered Financial Planner status (the ultimate symbol of professionalism in the Financial Advice Industry) I have built up an exceptional knowledge, allowing me to advise clients on a wide range of wealth management solutions encompassing advice to individuals, trustees and businesses, based on their individual needs and circumstances.

My aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired time scales. Once this plan is in place I am committed to providing a bespoke personal service tailored to your specific needs with a focus on building a long-term inter-generational relationship. From the moment that you decide to become a client, I commit to demonstrating the value of this relationship through the service that I deliver to you, your family and your business on an ongoing basis.

FCA regulated

Over 29 years experience

No-obligation, one-hour initial consultation

Covers whole of Yorkshire area

 

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

LOCATION

 

Jenner Wealth Management Ltd

Springfield House

Littlethorpe Road

Littlethorpe

Ripon

HG4 1TZ

 

 

 

SERVICES

Jenner Wealth Management provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Inheritance Planning

Later Life Advice

retirement planning

QUALIFICATIONS

Mike has worked as a financial advisor for over 29 years and is qualified to offer advice in a number of areas.

Chartered Financial Planner

Advanced Diploma in Financial Planning (APFS)

Diploma in Financial Planning (Dip PFS)

Certificate in Mortgage Advice (CII)

 

qualifications

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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