Elixir Financial Planning has many years’ experience of providing practical financial planning advice to individuals, families and businesses in Southampton and across the UK.
We provide advice across a wide range of services including pensions, investments, savings and protection, both on an individual and corporate basis. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Elixir Financial Planning, we pride ourselves on the friendly and approachable nature of our team, while at the same time having the experience and knowledge to help our clients work towards their dreams.
Jill started her career with Lloyds Bank in the 1980’s, and progressed into financial services with Skandia Life where she was a technical pension trainer, before setting up her own practice with her business partner and husband, Richard in 2002. Since then, having worked closely with wealth management and accountancy practices, Jill specialised in advice to Directors of small to medium sized businesses, and with their families, with an emphasis on pensions and wealth planning, along with mortgages and protection. Her logical and practical approach allows her to project manage complex cases including commercial property purchase by director’s pension plans.
She finds time to run 2 allotments, is a keen tennis player, enjoys art and music, and loves to travel.
To find out more, please call us on 07816 675794 or email us at jill.fenner@elixirfp.co.uk