About Jane
In 2006, I graduated from Oxford Brookes University with an honours degree in Accounting & Finance. I joined Canaccord Wealth as part of the acquisition of Punter Southall Wealth, where I initially assisted Investment Directors before transitioning to managing my own investment portfolios in 2011.
Now an Investment Director, I am involved in portfolio management for private clients, trusts, and charities. I take pride in delivering exceptional client service and have successfully worked with intermediaries to provide tailored investment solutions. I was featured as a Rising Star in the Spears Top 50 High Net Worth Wealth Managers Index and am a Chartered Fellow of the CISI.