Jane Welton

Email Jane / Skype Swallow / Tel: 01473 384858 or 020-7937-3400

Jane's Work

Jane manages, and works with, Sam Ager to administer our client's affairs. This includes anything from carrying out investments, research, updating our database and systems, to helping clients with the various aspects of their investments.

Financial Background

Jane started her career in the early 1980's working for Westpac Banking Corporation in London. In the 1990's, she worked for the Woolwich in a number of capacities including providing advice, and various management roles. Jane joined Swallow Financial Planning in 2001.

Personal Background

Jane is married to Mark and they live in Suffolk. Outside work Jane enjoys many pursuits including cooking, gardening, nordic walking and Pilates.

Qualifications

Jane is qualified in CeFA levels 1, 2 and 3 (Certificate for Financial Advisers) and CeMap (Certificate for Mortgage Advice and Practice).  She is currently working towards her RDR level qualifications in Financial Planning.

  • Independent Financial Advisor
  • Chartered Financial Planners
  • Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority

Website by Blend