Skip to main content
Search

Jingjing Liu

Financial Planner DipPFS in London

A little bit about Jingjing

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.

Find out more about me below.

Start the conversation

Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today

An adviser’s insight

Graphic of people stood in front of phones showing the CashHub

Aim to maximise your cash savings

It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.

This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.

If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.

1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024

Cash on deposit advice is not regulated by the Financial Conduct Authority.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

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.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

More about me

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:

  • Pensions & Retirement Planning
  • Investments & Savings
  • Inheritance Tax & Estate Planning
  • Life Insurance & Financial Protection
  • Tax-Efficient Strategies
  • Bespoke Financial Planning

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.

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.