Jane Chapman

Contact Jane Chapman

01332 492126

07476 174717

Riverside Chambers, Full Street, Derby, DE1 3AF

Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.

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My role

I am a financial planner, and I like nothing more than listening to my clients’ stories and uncovering what they would like from the future. Whether they are already ‘living the dream’ or are working towards it, they all need their finances in the right place and with the right structure to support them. And that’s where I come in.

I am based out of our Derby and Nottingham offices.

Background

I’ve worked in the world of numbers and problem solving for many years. I was trained as an accountant and then naturally moved towards financial planning so I could start using my skills to make a difference to people’s lives.

My accountancy and business experience means I have a wide knowledge of different situations which I draw on so I can help our clients with their different needs.

What’s important to me

I love to learn, to experience new things and to be challenged, both in and out of work.

My two girls are at the centre of my life at home and together we enjoy all kinds of adventures, ranging from planning holidays to walking in the Dales.

Qualifications

I hold the Diploma in Financial Planning through the Institute of Financial Services.

I am also a Financial Life Planner having trained at the globally recognised Kinder Institute of Life Planning.