Jeannie has worked in financial services for more than 40 years, starting with Lloyds Bank then moving into the IFA market in 2012.
Her role is to ensure that personal reports are produced effectively for clients, including pensions and investments with the associated tax planning.
Jeannie plays competition golf both in England and abroad. She walks with a rambling group in the most idyllic parts of Derbyshire, alongside her beloved Cocker Spaniel dog – who walks with her everywhere!
If I could be any fictional character, I would be:
Patsy from Absolutely Fabulous
The three qualities that draw me to new people are:
Approachable, considerate, hard-working
The three small things that make my day better are:
Waking up in my new bungalow and being greeted by my dog, Learning something new every day in my Paraplanning role, Speaking with my sisters