Helen Tavner
Posted By Helen Tavner

We're thrilled to announce that we have further strengthened our team with the appointment of Jenna Chandler as a Paraplanner and Trainee Wealth Manager. 

Jenna, a diploma qualified, experienced financial planning paraplanner with extensive pension knowledge and a passion for investments and good client outcomes, is currently working towards her Chartered status - the gold standard for the profession.  Prior to her appointment at SGWM, she held several roles with large companies including Aviva and various local Independent Adviser firms.  Her qualifications include a bachelor’s degree, diploma in financial planning and passing the Chartered Insurance Institute level four.

With 40 staff across our Ipswich and Norwich offices, we already boast three other female Wealth Managers in our 13-strong Wealth Management team.  Having recognised a growing trend for women to prefer dealing with a female when it comes to their financial planning, we're also proud to have a 50 percent female workforce across the entire business.

Stephen Girling, Managing Director, commented: “We are thrilled to welcome Jenna, an experienced and ambitious individual who I am certain will be an asset to our business.  We are so proud to be an inclusive workplace where everybody has the opportunity to thrive in what has been a traditionally male-dominated profession.  I am sure Jenna will enjoy a successful career here with us at SGWM”.

You can read more about Jenna here.


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