Jackie James

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Client Relationship Manager

“Supporting clients by making sure all the administrative details are well taken care of and run smoothly is really satisfying for me. And every day is different.”

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Jackie joined Wealth Matters in April 2019
She provides client administrative support across the team
With over 30 years’ experience working in financial services including both smaller IFAs and national firms, Jackie is a great addition to our team
With many grandchildren to keep her busy at the weekend she tells us coming to work is restful!

Telephone: 01582 720511

Email: jackie@wealth-matters.co.uk

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