Jenni MacDonald-Sykes

Chartered Financial Planner Ifa @Revival Financial Planning Ltd

Eastbourne, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Chartered Financial Planner Ifa @Revival Financial Planning Ltd

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Sevenoaks, GB

Chartered Fellow of the Personal Finance Society offering advice across the whole spectrum of financial planning, with a specialism in pensions retirement planning and divorce financial planning.For clients going through divorce, pre-settlement cash flow modelling and expenditure forecasting to assist with financial settlements, guidance on pension options for pension sharing, and post-settlement advice on capital, pension sharing and building a long term sustainable financial plan.Creating financial plans and providing advice on investments, pensions and tax planning to help clients achieve the future they desire.Ongoing advice to ensure financial plans remain on track and adaptive to changes in circumstance or legislation.

SKILLS

Relationship ManagementInheritance Tax PlanningWealthFinancial RiskAsset ManagementFinancial PlanningMortgage LendingProtectionHigh Net Worth IndividualsWealth Management ServicesHolistic Financial PlanningRetirement PlanningFinanceCritical IllnessInsuranceInvestment StrategiesHigh Level of AccuracyRetirementStrategic Financial PlanningFinancial ServicesWealth ManagementLong-Term CareInvestmentsPersonal FinanceInvestment AdvisorySavingsFinancial AdvisoryPensionsSippRetail BankingReport WritingFinancial PlannersEstate PlanningEquity ReleaseDue DiligenceParaplanning

ABOUT JENNI MACDONALD-SYKES

Chartered Financial Planner and Fellow of the Personal Finance Society, specialising in…

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Jenni MacDonald-Sykes — Chartered Financial Planner Ifa at Revival Financial Planning Ltd in Eastbourne, GB | Unifers