Jennifer Dunk FPFS

Jennifer is a Fellow of the Personal Finance Society, the highest qualification that can be obtained through the CII.  Jennifer is also a Chartered Financial Planner through the CII.

Jennifer graduated from Durham University with a BA Hons in Business Studies in 2007.  Shortly thereafter, Jennifer joined Premier Wealth Management as a Graduate Trainee, obtaining her Chartered Financial Planner qualification some 4 years later.

Jennifer was amongst some of the first students with the CII to obtain Chartered status and was one of the youngest Advisers to do so at the time.

Jennifer has an excellent and comprehensive knowledge of investments, pensions, tax planning and tax and inheritance tax planning.

Jennifer has an exceptionally natural manner with clients and has the ability to explain even the most technical of subjects in an understandable way.

Jennifer holds the following qualifications.

  • Fellowship
  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Life & Pensions
  • Certificate in Mortgage Advice
  • Certificate in Equity Release
  • Award in Pensions Update
  • Award in Long Term Care Insurance

Click here to view Jennifer’s Statement of Professional Standing.