Jenni Macdonald-Sykes Fpfs

Jenni Macdonald-Sykes Fpfs Email and Phone Number

Chartered Financial Planner and IFA @ Revival Financial Planning Ltd
Eastbourne, GB
Jenni Macdonald-Sykes Fpfs's Location
Eastbourne, England, United Kingdom, United Kingdom
Jenni Macdonald-Sykes Fpfs's Contact Details

Jenni Macdonald-Sykes Fpfs work email

Jenni Macdonald-Sykes Fpfs personal email

n/a
About Jenni Macdonald-Sykes Fpfs

Chartered Financial Planner and Fellow of the Personal Finance Society, specialising in pensions and retirement planning and divorce financial planning. For clients going through divorce, pre-settlement cash flow modelling and expenditure forecasting to assist with financial settlements, guidance on pension options for pension sharing, and post-settlement advice on capital, pension sharing and building a long term sustainable financial plan.Creating financial plans and providing advice on investments, pensions and tax planning to help clients achieve the future they desire.Professional and approachable, I am good at making complex situations easy to understand, always putting my client’s best interests at the heart of my solutions.

Jenni Macdonald-Sykes Fpfs's Current Company Details
Revival Financial Planning Ltd

Revival Financial Planning Ltd

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Chartered Financial Planner and IFA
Eastbourne, GB
Website:
revivalfp.co.uk
Employees:
2
Jenni Macdonald-Sykes Fpfs Work Experience Details
  • Revival Financial Planning Ltd
    Chartered Financial Planner And Ifa
    Revival Financial Planning Ltd
    Eastbourne, Gb
    View
  • Revival Financial Planning Ltd
    Chartered Financial Planner / Ifa
    Revival Financial Planning Ltd Jan 2022 - Present
    Sevenoaks, England, United Kingdom
    Chartered Fellow of the Personal Finance Society offering advice across the whole spectrum of financial planning, with a specialism in pensions retirement planning and divorce financial planning.For clients going through divorce, pre-settlement cash flow modelling and expenditure forecasting to assist with financial settlements, guidance on pension options for pension sharing, and post-settlement advice on capital, pension sharing and building a long term sustainable financial plan.Creating financial plans and providing advice on investments, pensions and tax planning to help clients achieve the future they desire.Ongoing advice to ensure financial plans remain on track and adaptive to changes in circumstance or legislation.
    View
  • Chevening Financial Ltd
    Chartered Financial Planner
    Chevening Financial Ltd Feb 2019 - May 2024
    Sevenoaks, England, United Kingdom
    Chartered Fellow of the Personal Finance Society offering advice across the whole spectrum of financial planning, with a specialism in pension and retirement planning. Working with clients to help them to clarify the arrangements they currently have in place, and most importantly creating a financial plan to help them achieve the future they desire.
    View
  • Precision Paraplanning
    Company Director
    Precision Paraplanning Aug 2012 - Apr 2019
    Nationwide
    Provider of high quality outsourced paraplanning services for UK IFAs.Pension switches - Investments - IHT - Tax Planning - Protection
  • Hsbc
    Senior Financial Planning Manager
    Hsbc Apr 2011 - Sep 2012
    Brighton, United Kingdom
    Providing holistic financial advice to retail bank clients.
    View
  • Barclays Bank
    Financial Planning Manager
    Barclays Bank Oct 2009 - Apr 2011
    West Sussex
    Providing holistic financial advice to retail bank clients.
    View
  • Barclays
    Woolwich Mortgage Adviser
    Barclays Jul 2006 - Oct 2009
    West Sussex
    Providing mortgage and protection advice to retail bank clients.
  • Chelsea Building Society
    Assistant Branch Manager
    Chelsea Building Society Oct 2003 - Jul 2006
    Worthing

Jenni Macdonald-Sykes Fpfs Skills

Financial Services Financial Advisory Wealth Management Strategic Financial Planning Financial Planning Investment Advisory Pensions Mortgage Lending Retirement Planning Retirement Investments Critical Illness Paraplanning Wealth Asset Management Inheritance Tax Planning Relationship Management Investment Strategies Retail Banking Holistic Financial Planning Financial Risk Finance High Net Worth Individuals Savings Report Writing Insurance Sipp Equity Release Long Term Care Protection Estate Planning Wealth Management Services High Level Of Accuracy Financial Planners Personal Finance Due Diligence

Frequently Asked Questions about Jenni Macdonald-Sykes Fpfs

What company does Jenni Macdonald-Sykes Fpfs work for?

Jenni Macdonald-Sykes Fpfs works for Revival Financial Planning Ltd

What is Jenni Macdonald-Sykes Fpfs's role at the current company?

Jenni Macdonald-Sykes Fpfs's current role is Chartered Financial Planner and IFA.

What is Jenni Macdonald-Sykes Fpfs's email address?

Jenni Macdonald-Sykes Fpfs's email address is je****@****net.com

What skills is Jenni Macdonald-Sykes Fpfs known for?

Jenni Macdonald-Sykes Fpfs has skills like Financial Services, Financial Advisory, Wealth Management, Strategic Financial Planning, Financial Planning, Investment Advisory, Pensions, Mortgage Lending, Retirement Planning, Retirement, Investments, Critical Illness.

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