Suzanne Jeakins

Suzanne Jeakins

Jones & Co Independent Financial Advice

Minimum savings/pensions: Any amount

0330 038 8942
Based in Chesterfield
View location

Top Rated 2025
Verified since: June, 2020

4.8 out of 5

121 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 27 March 2025

    Suzanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Suzanne's status

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Suzanne has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Suzanne has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Suzanne has not yet added their fees to their profile

  • 21

    Positive First Impressions

    95% of users who are not yet clients had a positive first experience with Suzanne

    95% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 21 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 27 March 2025

    Suzanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Suzanne's status

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Suzanne has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Suzanne has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Suzanne has not yet added their fees to their profile

  • 21

    Positive First Impressions

    95% of users who are not yet clients had a positive first experience with Suzanne

    95% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 21 first impressions)

I am a Member of the Chartered Insurance Institute (CII), and I have over twenty years of experience in the Financial Services Industry. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I achieved my Level 4 Diploma in Financial Planning in 2010 and I am dedicated to improving my knowledge by taking further qualifications. I have a friendly and relaxed approach with my clients, taking time to understand what is most important to them, understanding their hopes and fears and creating a truly bespoke wealth management plan that meets their specific objectives. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen, put people at ease and connect with what really matters to clients. I have established many long-standing and trusted relationships with my clients over the years. Away from the office I have two daughters, Rebecca & Isabelle, who keep me very busy. They both enjoy a variety of different activities each including football, athletics, dancing and singing. I have recently taken up cycling and I am enjoying this new adventure. I also love the warmer weather and jet-setting to holiday destinations across the globe in search of sunshine! I am a strong believer that work-life balance is important and making new memories.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Suzanne's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Savings

Clients' level of financial expertise

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