Jane joined the team in Aberdeen in November 2017 and has 14 years of experience in the financial services profession.

Joining the financial services industry fresh from school, each one of her roles has been a stepping stone towards where she is today.

Jane enjoys developing long-term relationships with clients, helping them achieve their full financial promise.

Her role at Acumen Financial Planning is to guide clients through the financial planning process. She aims to distance her clients from the widespread jargon and “one size fits all” to provide clear, concise financial information.

Jane believes that painting a clear financial picture ensures that clients are well equipped to make informed decisions on their financial future concerning their savings and investments or pensions and retirement planning.

What do you like most about working at Acumen Financial Planning?

“Developing the relationships with my clients, understanding their needs, and helping them achieve their goals.”

What has been your proudest career achievement to date?

“I don’t have one definitive moment; I am just proud to be part of the Financial Planning profession and to have been given the opportunities I have.”

What’s the best advice you’ve ever received?

“Not to shy away from showing and sharing your personality; it’s what differentiates you from everyone else. “