India

When India had finished her a-levels she didn’t really know what she wanted to do, so she looked for an apprenticeship in an area that would involve people and numbers. Having spoken to various accountancy firms, she found a financial advisers and has been in love with the industry ever since.

India support Jason with his work, writing recommendation reports and helping look after his clients on a day to day basis. She has recently become a Wealth Manager, where she will continue to work with him, visiting clients for their reviews.

She lives in Broughton with her partner Adam, and dog Steve. We like walking around the countryside and visiting the country pubs!

Professional Qualifications

J10 – Discretionary Investment Management
CF8 – Long Term Care
R01 – Financial services, regulation & ethics
R02 – Investment principles and risk
R03 – Personal taxation
R04 – Pensions and retirement planning
R05 – Financial protection
R06 – Financial planning practice