Jane Gleeson

Financial Planner

Reviews and Ratings for Financial adviser Jane Gleeson, Waterlooville

Get to know Jane

Jane is an independent financial planner based in Hampshire and holds the Regulated Diploma in Financial Planning (DipPFS). She has been with Argentis for two and a half years and is qualified to provide a wide range of financial services, including investment, retirement, and estate planning.

Through Teams or telephone meetings, Jane takes the time to get to know her clients and works closely with them to build comprehensive financial plans, helping them work towards achieving their financial goals and objectives.

Outside of work, Jane enjoys spending time with her family and going for walks with her Labrador. She is also actively involved in the local community, supporting her local junior school and performing with the village amateur dramatics society.

The Financial Conduct Authority does not regulate advice on estate planning.

In the spotlight

What about your job is rewarding?

I love meeting people and getting to know them. It is a privilege to support clients, helping them improve their financial knowledge and, in some cases, their overall situation.

How do you feel you add value for your clients?

I engage well with people and draw on my customer service background to listen and understand. I am also keen to continuously develop my financial planning knowledge so I can provide the best possible advice to clients with a wide range of planning needs.

Something on my bucket list is:

To see the Northern Lights.

Meet the rest of
our team

Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.

Get to know us