Oak Wealth Planning, Independent Financial Planning

Jenny Stones

Jenny
Position - Associate Independent Financial Planner

Jenny has worked continuously in the financial services industry since 1998 after graduating from the University of Reading with a Degree in Economics. She has always had a keen interest in the world of finance and her first job at Prudential was therefore a natural progression. Her first role was as part of a team responsible for helping customers with their queries about a wide range of financial products and this turned out to be the start of a life-long commitment to helping customers make sense of their finances. Jenny immediately saw the value in studying for professional qualifications to help develop her technical knowledge and quickly progressed through the exams then available from the Chartered Insurance Institute.

Since then, Jenny has held a number of different roles within the financial services sector, including three years as a specialist retirement planning adviser for a large bank and offering technical support to financial planners, conducting research and producing written reports. Throughout this time, she has continued to develop her technical knowledge to a very high level. Through a series of ongoing examinations, she recently achieved the status of Chartered Financial Planner, demonstrating her commitment to professionalism and financial planning expertise.

As a Chartered Financial Planner herself, it is very important for Jenny to be working within a company that shares her professional values and is equally committed to providing the highest standards of customer care and expertise. She is therefore delighted to now be part of the Financial Planning team at Oak Wealth Planning.

Jenny is able to provide holistic advice in the areas of pensions, investment and protection and she has a particular interest in the area of retirement planning, where she is one of only a small number of advisers to hold the Advanced Diploma level qualification in Pension Planning.

As well as being dedicated to her financial planning career, Jenny is also very much a family person. She is married to Steve and has a young daughter, who keeps her very busy with vast array of hobbies and after-school activities! Jenny loves the great outdoors and whenever she has the opportunity, she will be out enjoying the countryside, either jogging or walking her dog, or when possible on horseback! Horses have always been a large part of Jenny’s life and she has a great love of all things equestrian.

Services

Oak Wealth Planning offer a range of financial services for different types of clients. We ensure that the advice we offer for people in different circumstances is sound, accurate, and educated.

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