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Jacqueline Robinson

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

Greater London, Hampshire, Petersfield, Surrey

Jacqueline Robinson

Chartered Financial Planner

I have been working in the financial services sector for 30 years, specialising in personal finance for the last 15.

I offer bespoke advice to clients helping them to maximise their savings, ensuring they fully utilise tax allowances.

This includes the recent changes in pension legislation relating to pension freedom. I also assist clients in protecting their finances against all eventualities, such as term assurance, income protection, critical illness protection and family income benefit.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

Greater London, Hampshire, Petersfield, Surrey

Send an email to Jacqueline Robinson

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