Jacqui holds the gold standard level 6 Chartered Financial Planner qualification, including specialist pension qualifications, and has over 25 years of experience in financial services, including advising, paraplanning, client management and client administration. She has been part of the St. James's Place network for 16 years, previously working at two IFA Practices. Jacqui joined Quintessential Wealth Management Ltd in 2022, where she is known for her exceptional ability to develop client relationships and provide tailored financial advice effectively.

As a Chartered Financial Planner, Jacqui’s aim is to provide comprehensive and holistic financial advice that meets the unique needs of each client, ensuring all recommendations and advice are aligned with their financial goals. She is committed to following a robust process with St. James's Place guaranteeing compliance and adheres to best practices, allowing her to deliver efficient and effective service while ensuring client satisfaction is consistently achieved.

In her spare time, Jacqui enjoys spending time with her three sons, often outdoors, enjoying the local Lake District walks and being inspired by nature. When the Lake District weather isn’t as kind, Jacqui loves to travel to warmer climates for family holidays, creating precious family memories, or staying indoors and baking with her boys.