Jessica joined Perspective (North East) Ltd in 2013 initially working in the group’s accounts office before moving to start training as a Paraplanner in 2016.
Since becoming a Paraplanner she has also been a part of Perspective’s Training Academy, first gaining her Certificate in Paraplanning in 2018 and now studying towards her Advanced Diploma in Financial Planning with the majority of these exams completed.
Jessica assists advisers on the full range of financial planning and wealth management matters including pensions, investments and protection for private clients in addition to a growing number of corporate clients.
