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Jelena Savonina
Member of the Mba Industry Advisory Board - School of Management @University Of Bradford
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WORK HISTORY
Member of the Mba Industry Advisory Board - School of Management @University Of Bradford
Bradford, GB
Providing guidance to the university on the strategic positioning, curriculum design, and industry engagement of its MBA programmes.
EDUCATION
The Chartered Institute for Securities & Investment (The CISI)
CFP, Financial Planning and Services
University of Bradford School of Management
Executive MBA, Business Administration, Management and Operations
University of Bradford School of Management
Help to Grow: Management Course 2023, Business Administration, Management and Operations
Leeds Beckett University
WECAN ILM Level 3 Award in Effective Coaching, Coaching
Chartered Insurance Institute
Fellow of the Personal Finance Society, Financial Planning
University of Bradford
BSc (Hons) in Financial Planning, Finance
ABOUT JELENA SAVONINA
With over 15 years’ experience in financial planning, wealth management, and business strategy, I provide trusted, jargon-free advice to individuals, families, and business owners across the UK. As a female financial adviser with a background in business management and HMRC tax knowledge, I offer a strategic and empathetic approach to holistic financial planning.My clients value my ability to simplify complex financial matters—whether it\'s retirement planning, tax-efficient investing, or preparing for life transitions such as divorce, inheritance, or business sale. I’m known for providing tailored financial strategies that empower clients to grow and protect their wealth with clarity and confidence.Working closely with solicitors, accountants, and other professional advisers, I provide joined-up support that enhances client outcomes. Whether you’re a professional seeking a trusted financial partner for your clients, or an individual looking for guidance through life’s financial decisions, I bring a proactive, client-focused approach to every plan I build. Financial Planning for Women Business Owner & Entrepreneur Advice Legacy, Inheritance & Estate Planning Retirement & Pension Solutions Tax Planning (with HMRC insight) Divorce & Life Transition SupportBased in the Leeds area, I work with clients nationally via secure digital meetings and personal service.Let’s connect if you\'re looking for a collaborative and forward-thinking adviser who listens, simplifies, and delivers results.
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