Jane Welton

Email Jane
Tel: 01473 384858 or 020 7182 4474

Jane’s Work
Jane’s principal role is that of Office Manager. When not performing these duties she assists with the administration of client affairs.

Financial Background
Jane started her career in the early 1980’s working for Westpac Banking Corporation in London. She then worked for the Woolwich in a number of capacities throughout the 1990’s, which included the provision of 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). As a CertPFS, Jane is also studying towards her final qualifications needed to attain the Diploma in Financial Planning.

Share This Post:

Call a Financial Adviser Today

Talk To A Financial Planner

To kick-off your journey towards a more secure financial future, book your initial consultation with one of our financial planners today. With access to the latest tools and knowledge, our team work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.