Jenny Williams, Cert PFS,

Independent Financial Adviser

jenny.williams@carterdawes.com

Specialisms

Investment & Pensions

Qualifications

• RO2 Investment Principles and Risk
• CF2 Investment Principles and Risk
• Certificate in Regulated Financial Planning
• Certificate in Mortgage Advice and Practice
• Financial Planning Certificate 1,2,3
• B A (Hons) English & Linguistics

Career History

1996-1998	The Independent Financial Advice Centre, Norwich
1998-1999	Pearl Assurance
1999-2001	Quentin Foulkes Financial Services
2001-2003	Harvey & Co (IFA)
2003-2011	Zurich Advice Network and Openwork (formerly Zurich Advice Network)
2011-present	Carter Dawes IFA Solutions Ltd

Community Work

I am involved in my local community as a Town Pastor. This is a voluntary organization which seeks to be a positive influence on the streets of the town by being available to help support vulnerable people, de-escalate potential trouble and generally assist the Police and other agencies on Friday and Saturday evenings. I have undergone a wide range of training as part of this role, including First Aid training, dealing with difficult behavior and drug awareness training. I have also been part of a Town Pastor team which has helped at other large events, including the Latitude festival.

Hobbies, Interests and Family

I live close to the beach in Felixstowe, with my husband and two young children. At weekends, we enjoy walking our dog along the seafront and spending time on the beach with friends. We also enjoy camping and are actively involved with a local church.