Jill Roberts DipPFS, CeMAP
Independent Financial Adviser
About me
I have spent the majority of my working life in Financial Services, and have always really enjoyed helping and supporting my clients in navigating their financial journey.
I am genuinely interested in people from all walks of life and really appreciate the opportunity to build trust and demonstrate my integrity and willingness to help.
My advice covers all aspects of investments, pensions, protection, IHT planning, long-term care and equity release.
Outside of work, I can often be found watching my son play either football or cricket, depending on the time of year, and I also love combining my love of food and wine with travel.
Location
York, Yorkshire