Jessica Smith

Jess joined the financial planning team in January of 2024 as our Client Services Officer.

Jess is the first point of contact for all financial planning clients. Jess is passionate about providing our clients with the best possible service, and her previous experience in various hospitality roles has equipped her with the skills to do so. Jess is looking forward to continuing to develop her skills as a part of our team.

In her spare time, Jess enjoys spending time with her partner Jake and their fur baby Puddy, trying new recipes, reading and a nice long walk with her favourite podcasts.