placeholder

Jane Reade

I am a Chartered Financial Planner and Fellow of the Personal Finance Society. As the Head of Financial planning I am responsible for shaping the services we offer to clients. I support our advisers to ensure we deliver outstanding financial products that are right for our clients at TPO.

I am also the lead Pension Transfer Specialist in the business. I help to ensure that any pension transfers we recommend are in the clients best interests and that our advisers have a robust understanding of this area.

 

My Qualifications 

I am a former winner of the Advanced Financial Planning certificate prize by the Insurance Institute of Leeds. I am a Chartered Financial Planner, Fellow of the Personal Finance Society and Pension Transfer Specialist and my qualifications are: 

  • Fellow of the Personal Finance Society 
  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Award in Pensions Update
  • Certificate in Mortgage Advice
  • Certificate in Financial Planning and Lifetime Mortgage Activities
  • Certificate in Financial Planning and Long Term Care Insurance
  • Certificate in Life & Pensions
  • Award in Long Term Care Insurance

QualifiedMember_PFS_Black_RGB_without_strapline_LR.png

What drives me? 

I enjoy being part of a team that is client focussed, delivering the type of quality service I would want to receive personally if I was in need of advice. I like to attend the theatre and rock concerts and, in quieter moments, am an avid reader.

How do I help you?

  • I oversee all defined benefit transfer advice to ensure that it is of the highest quality and regulatory standard
  • I ensure that our adviser team always has the most current information to hand to support your financial planning needs
  • I continually review our existing services to ensure they are the very best they can be for you
     

Meet our specialists

We have a number of specialists that support TPO in the delivery of your advice 

View all our specialists