Overview
Jethro began working in Financial Services in 2017 and is a Diploma Level 4 qualified Financial Planner. He also holds CeMAP, and CeRER qualifications to assist his clients and their families in the Mortgage, Protection and Equity Release space.
Jethro has a broad range of experience in all key advice areas with specialism in pension consolidations, family protection, mortgages and retirement planning. He has worked with a wide range of clients—from young professionals to retirees and business owners—offering holistic advice tailored to their life stage and goals.
Jethro believes that everyone can benefit from careful ongoing financial planning, and is committed to long term lasting business relationships with his clients. He also has a keen eye to identify and recommend solutions to areas of financial planning that clients often overlook which is one of his key strengths.
He works closely with a network of experts to ensure all aspects of his clients’ financial lives are supported.
Specific Skills:
- Investment and pre-retirement planning
- Pension consolidation advice
- Near and post-retirement planning
- Mortgage advice (including equity release)
- Ensuring families incomes, and mortgages are protected with appropriate cover
