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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

Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today

An adviser’s insight

Graphic of a man relaxing on the beach next to a pile of coins

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

Click on the contact me today button at the top of my profile to discuss how I can help you.

*Source: HMRC 

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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.