Financial Planner DipPFS in London
I believe powerful financial planning starts by understanding the person behind the portfolio. With a 14-year corporate finance background, I now partner with individuals and families to build their future. As a chartered accountant and a qualified financial planner, I specialise in retirement, investments, and tax strategies. My commitment is to listen deeply and plan thoughtfully to genuinely reflect your life's ambitions, treating your financial security with the utmost integrity.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Hi, I’m Jingjing - a Financial Adviser who believes your money should serve your life, not the other way around. For years, I worked in corporate finance, advising on billion-pound deals and complex audits at KPMG. But what truly motivated me wasn’t the numbers. It was the people behind them. That’s why I’ve chosen to become a Financial Adviser at Quilter Financial Advisers. I want to help individuals and families, not just corporations, to navigate their financial futures with the same rigour and care.
I am a Chartered Accountant (ACA), hold the CII Level 4 Diploma in Regulated Financial Planning, and am a Diploma member of the Personal Finance Society (DipPFS), with further expertise in ESG Investing (CFA). My approach is simple: to listen carefully, to empathise deeply, and to plan thoughtfully. I am here to protect your interests with integrity and to build a plan that reflects who you are and where you want to be.
I offer specialist advice across:
Outside of work, I enjoy teaching mathematics, playing the piano, travelling around the world, and staying active through golf and scuba diving. If you're looking for an adviser who sees you, not just your portfolio, I would be honoured to help. Let’s build your plan - together.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 06 November 2025.
