Meet our advisers

Jackie Bloom

Jackie Bloom

Jackie Bloom DipFA, CeMAP, FPIR, CertLTC

Independent Financial Adviser

About me

I have worked in financial services for over 30 years. Being an Independent Financial Adviser and certified Mortgage Adviser completely satisfies my genuine desire to help people by providing my professional services. I enjoy doing this through each client interaction.

I hold the Diploma for Financial Advisers (DipFA) and the Certificate in Mortgage Advice and Practice (CeMAP). I am working towards my Chartered status and I have attained the Financial Planning in Retirement (FPIR) and the Certificate in Long Term Care and Later Life Planning (CertLTC) qualifications towards achieving this. I provide support and effective solutions throughout your lifetime, this includes:

  • When you are starting your financial journey
  • Providing financially for yourselves and your family
  • How to tax efficiently accumulate and manage your wealth and finances
  • Advice when you are approaching retirement
  • Long Term Care
  • Estate Planning
  • Managing your potential Inheritance Tax liability

I am also a member of the London Institute of Banking & Finance (LIBF).

Qualifications & type

  • Diploma for Financial Advisers (DipFA)
  • Certificate in Mortgage Advice and Practice (CeMAP)
  • Financial Planning in Retirement (FPIR)
  • Certificate in Long Term Care and Later Life Planning (CertLTC).

Type of financial adviser

Independent Financial Adviser
Mortgage & Protection Adviser


London, South, South East & South West