JANE COOK

 

Jane joined HC Wealth Management in 2010 as a CERTIFIED FINANCIAL PLANNERCM professional and brought with her over twenty years of experience in various sectors of the industry.

 

Jane started in the industry as a financial adviser with NatWest and was one of the original advisers with the newly formed NatWest Life. She later came to specialise in investments, pensions tax and trusts, focusing on personal clients rather than business clients.

 

She moved to Fiona Price and Partners in 2003, a female-only adviser company specialising in looking after female clients. The company was fee based with a holistic approach. Due to various takeovers and mergers, the company became part of the Thinc group and Jane transferred to the Wealth Management part of the company with more focus on lifetime cashflows while still working with the same clients, most of whom go back many years.

 

Jane obtained the Advanced Financial Planning Certificate in 2001 and the CFPCM certification in 2008.

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