MARSDEN RAWSTHORN WEALTH MANAGEMENT - Key Persons
Janine has progressed through a series of financial planning examinations and has attained the status of Chartered Financial Planner - the highest professional status in Financial Services.
Her advanced qualifications include tax and inheritance tax planning, specialist pensions advice including pension funding and retirement income options along with investment principles, markets and risk.
In her 22 years working in the financial services industry, Janine has gained invaluable experience dealing with many private clients, including high net worth individuals and business clients on all aspects of financial planning. This has involved working alongside solicitors and accountants to provide her clients with a holistic approach to financial planning.
Janine works with each of her clients to establish a long-term relationship in order to ensure that they remain on course to achieve their financial goals. She does this by not only delivering the initial advice required by her clients but also by building regular reviews into the relationship so that she can ensure that their investment and pension assets continue to work to their maximum potential.