Qualifications

  • Diploma in Regulated Financial Planning (DipPFS)
  • Financial Planning Certificate (1, 2 & 3)
  • Personal Tax & Trust Planning (AF1)

Janet Barlow

Paraplanner

Qualifications

The professional

Janet was our first employee and has worked alongside members of the Chancellor team from the very beginning, she is a key part of our operation. Initially recruited to provide administrative expertise in the financial planning and self-invested personal pension department, she’s now one of our qualified paraplanners.

Janet’s day involves carrying out research, preparing client reports, monitoring expected income, and following up with clients, ensuring each one receives a highly bespoke and quality service.

The personal

In her spare time, Janet enjoys keeping active, whether it’s cycling, walking the dog or yoga (to name just a few!) When operating at a slightly slower pace, she enjoys reading and watching films.