Team member

Jess Sykes

Jess Sykes

Technical Analyst

What you'll find me doing at work

I am part of the advice team, providing technical and strategic support to financial advisers to help deliver clear, tailored, and client-focused advice outcomes. I support and attend client meetings, assist with preparation ahead of meetings, and manage post-meeting follow-up actions. I work closely with advisers throughout the financial planning process, continually developing my skills and expanding my technical knowledge. I am working towards obtaining further professional qualifications, with the aim of supporting the advice team and helping clients achieve their desired financial outcomes.

Where you'll find me after work

Outside of work, you’ll usually find me at home with my family, walking my dog, or spending time with my parents and their animals. I also enjoy going to the gym and have recently taken up tennis.

 

In the spotlight

Get to know Jess a little better.

What technology could you not survive without?

My phone - I enjoy speaking to my friends and family and organising our social calendar, we have family based all around the country so we enjoy scheduling frequent visits.

What’s at the top of your bucket list?

II would love to visit the Galapagos Islands with my family, to experience the wildlife in its most natural form.

What one thing is guaranteed to make your day better?

Walking my dog on a warm, sunny day.

What app on your Smartphone could you not survive without?

Spotify! Whether it's keeping up to date with the latest podcasts or music, I use the app daily. It is also extremely useful for long car journeys with my children as they enjoy taking turns picking the next track!

Is there a quote or motto that sums up your approach to life?

Dreams don't work unless you do!

Get in touch, we’d love to help you

If you have any questions or queries, a member of the team will always be able to help. Feel free to use the form below or contact us via phone or email.

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