The Team

THE TEAM

With a team of over 80 professionals, you can feel reassured that you will receive high quality and bespoke advice. Below is a snapshot of our key contacts, who have a breadth of experience and knowledge.

Jane Wilson

Jane Wilson

Wealth Advisor
T:
+44 (0)191 279 9899

Jane joined the firm as part of our graduate recruitment programme in 2002 and is now a chartered financial planner and manager within the team. She specialises in providing advice to individuals, trusts and companies on a broad range of financial topics, including investments, pensions and protection. Working closely with the firm's legal and tax experts, Jane is able to contribute to a multi-disciplinary approach that assists clients to maintain and grow the wealth of their family and to improve the prospects for their business. 

Jane has a range of qualifications, including a Diploma and Advanced Diploma in Financial Planning. She is a member of The Personal Finance Society and the Chartered Insurance Institute. Many of Jane’s qualifications focus upon planning for those reaching retirement and in later life, including advanced exams in retirement planning and long term care planning. She has a wealth of experience in advising clients regarding Inheritance Tax planning, ranging from simple steps to improve the tax efficiency of an estate, to more complex investment solutions to reduce tax liabilities. 

Jane is a frequent contributor to a range of publications, including the local press and in-house newsletters and magazines. She also arranges and hosts seminars on a regular basis, keeping clients informed on a range of financial topics and market updates.