Rachel Jensen

A bit about me...

I'm a qualified financial adviser and certified financial coach, with other 20 years experience in the financial service industry.

I run Jensen Wealth Management, it's a family run business, based in the historic market town of Marlborough in Wiltshire, but we provide wealth management advice to clients within the surrounding areas, and throughout the UK.

As a team we have over 40 years experience in the financial service industry. We are dedicated to delivering bespoke face-to-face financial advice to both individuals and businesses in all aspects of financial planning.

We offer financial advice on a full range of issues including protection planning, investment planning, retirement planning, estate and inheritance tax planning, and corporate services.

We understand that planning a secure future for you, your family or business is one of the most important steps you will take. Our focus is to build trusted long-lasting professional relationships with clients by fully understanding their needs, wants, and aspirations which will then enable us to deliver a tailored financial solution.

Aside from our day to day business, we are proud to be accredited for our financial wellbeing programmes and workshops, which means we provide financial education within schools and organisations.

I’m passionate about helping women become more confident, resiliant, and empowered when it comes to money, so they can achieve the things they truly desire.

Most financial advisers don’t have coaching experience and most coaches don’t have on the job financial service experience. I have both, which makes me quiet unique in the market.

And most importantly, I’m a mum of two energetic boys and two crazy boxer dogs.

Jensen Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 31/07/2024

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A bit about me...