Jenna Duffett

Managing Director and Chartered Financial Planner at KMG Independent Limited and KMG Investment Management Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Copthorne, England, United Kingdom, UK
Skills

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Bio

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Credentials

  • Chartered Financial Planner
    Chartered Insurance Institute
    Oct, 2014
    - Nov, 2024

Experience

  • KMG Chartered Financial Planners
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Director and Chartered Financial Planner
      • Oct 2011 - Present

      Passionate about providing quality advice to clients, I have worked in financial services for over 20 years. As a Chartered Planner not only can I advise on all aspects of wealth management, I specialise in later life planning including lifetime mortgages, care funding and estate planning.As well as advising clients my responsibilities include regulatory oversight for the business and strategic planning.Qualified to QCA Level 6 with specialisations as above and compliance.

    • Associate
      • Sep 2002 - Sep 2011

      Managed the day to day running of the client services team ensuring company standards were met.

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Jan 1996 - Aug 2002

      Providing financial advice to the bank's clients on a wide range of investment solutions. Providing financial advice to the bank's clients on a wide range of investment solutions.

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