Jen began her career in finance at the beginning of 2018, supporting high-net-worth families at Saunderson House navigating the complex compliance environment and needs of the Big Four accountancy firm partners. Since joining MASECO in 2021, Jen has expanded her knowledge base further into the US market, enjoying the problem-solving skills required to support her client base best.
Under the training of Josh Matthews, Jen has gained exposure to families with intricate wealth planning needs as well as a deep understanding of the development of MASECO’s Investment Philosophy.
She has always been interested in helping people since studying Psychology at the University of Bath. Jen loves meeting new people and understanding their needs and values to find a suitable solution in which they can feel confident.
Jen also helps to spearhead MASECOs women’s initiative to support women with wealth better and also sits on MASECO B Corp Committee, helping to drive our values forward.
In her spare time...
Jen enjoys exercise and a new challenge. Having climbed Mt Kilimanjaro and run the London marathon, she is always searching for the next challenge. Jen is an accredited yoga teacher and enjoys the peace this brings in the modern world. When she has the time, Jen likes to visit her family in Cornwall and spend time by the sea.
Education and Credentials:
- 2:1 Psychology BSc Hons with Industrial Placement Year
- Diploma in Regulated Financial Planning
- Certificate in Pension Transfer Advice
- Certificate in Securities Advice and Dealing
- Certificate in Discretionary Investment Management