Jade has worked within the financial services industry for almost 10 years in a variety of roles which has seen her achieve Chartered Financial Planner status and she is also a fellow of the personal finance society. Jade works alongside Gunner & Co. on IFA business sales and acquisition strategy for Ascot Lloyd and is responsible for managing all stages of an acquisition from initial contact to IFA business valuations to post completion queries. Jade’s understanding of financial advice, from both a technical and business sense allows her to consider which businesses will compliment Ascot Lloyd’s existing set up. Outside of work, Jade spends most of her time supporting her husband as captain of the local cricket club, whilst running after her son.
Jade speaks about preparing for due diligence at Gunner & Co.’s seminars in London.