London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow-financial.co.uk
Jane Welton

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

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.

Ipswich Office: 01473 384858 London Office: 020 3755 3235 .

Read More   Send Email

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.

Personal Background

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

 

News

The latest news from Swallow Finacial Planning and the financial industry

It’s Not All About Brexit August 30, 2019

It seems more than likely that we will have an election in the not too distant future. Whilst any snap election could...

Legal & General Offload Their Insurance Portfolio August 27, 2019

Legal & General have agreed terms with ReAssure for the transfer of their traditional insurance-based savings, pensions, life and with profits business...

A New Era August 23, 2019

As many of you know, Swallow has been undergoing significant change over the past few months. After parting ways with Ben, we thought...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry