Tom Birtles

ADVISER PROFILE

Jenny Dunk

Role: Chartered Financial Planner
Location: Liverpool
Qualifications: BA Hons FPFS
BA Hons Business
Fellowship
Chartered Status
Advanced Diploma in Financial Planning
Certificate in Equity Release
Certificate in Mortgage Advice
Certificate in Long Term Care Insurance

Jenny can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, and Corporate and Director’s Pension Schemes.

Jenny’s favourite parts of the job are forming long term relationships with clients and seeing them transition through life’s stages and helping them meet their financial objectives such as helping them realise they can afford to retire.

Jenny is a member of PFS.

Jenny lives with her husband, Alex, and their children Aubree, Emily and Jacob and she enjoys chasing her children and pilates.

Her favourite food is Thai.

Contact Jenny Today

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