Jackie Vaz

Jackie has been helping individuals with their financial wellbeing since she qualified as an Independent Financial Adviser in 2002. As a pensions and investment consultant, her goal is to enable people to feel in control and confident about their finances, by helping them to understand what money they have now, what they need moving forward and how to protect and plan to achieve this from cash, investments and pensions.

In the workplace Jackie helps organisations put in place a robust governance policy to help them maintain the quality of their pension scheme and processes, and actively promote employee benefits to their staff, all of which is the backbone of good member outcomes and financial well-being.

Her career has included many speaking engagements, seminars and more recently webinars, both in and outside of the workplace. These have included work with The Pensions Regulator, The Financial Conduct Authority (our regulator) NEST, and regional organisation like CIPD and AAT.

Jackie is always conscious of presenting information clearly and interactively in an engaging way; adjusting sessions and 1-2-1’s to the knowledge and ability levels of those she is with.

When she not working, she loves to be outside as much as possible, she is a keen walker, though the dog, strangely isn’t, she seems to prefer the sofa. Jackie is also a lover of gardening and enjoys botanical painting.