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Jessica Chantler

Financial Planning Consultant DipPFS, CertSMP

A little bit about Jessica

Jessica is a highly qualified and accomplished financial adviser with over 13 years’ experience.

Jessica is passionate about putting the client needs at the heart of everything she does and prides herself on her honesty and integrity.

Currently awaiting the result to her final examination, she is on course to achieving a Fellowship with the Personal Finance Society, making her one of the youngest Fellows in the UK.

In her spare time, Jessica is very musical, playing the piano and singing opera, and enjoys all the perks living in Cornwall has to offer.

Jessica can help you with

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Investments

Wealth management advice to make your money to work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income

Permanent health insurance (aka income protection).

General Insurance

Home contents insurance, buildings insurance.

Mortgage

First time buyers, remortgages, buy-to-let.

Deals

Fixed rate deals, discounted, variable and flexible, capped and/or collared.