I am very pleased to have joined the team at Myers Davison Ginger Ltd in 2018.
Following a long-standing interest in personal finance, I changed careers in 2015 to become a qualified Financial Planner, where I particularly enjoy helping clients optimise their finances so they have peace of mind going forward.
I am available to assist with all aspects of financial planning, with a particular interest in the use of cashflow modelling to help clients in their 40s and 50s plan a prosperous future. I have personal first-hand experience of effective tax planning, pension transfers and SIPPs, corporate share schemes, independent school fee funding, and investing for children. I have successfully completed the advanced qualifications in Investment Management, Tax and Trust planning, and am well on my way to achieving the Chartered qualification.
I graduated from the University of Sussex with a 1st class degree in Chemistry and German, before joining pharmaceutical company GlaxoSmithKline. During my 15 years with GSK, I undertook various positions in sales and marketing teams in different disease areas including Asthma, Diabetes, and Acute Cardiology.
Outside of work I am married with two children, and unsurprisingly I spend much of my time being the taxi driver between sports fixtures, music lessons and social events. I enjoy swimming, going to the cinema, and socialising with friends.
Judith has obtained the following industry qualifications:
Diploma in Financial Planning (CII)
J02 Trusts (CII)
J10 Discretionary Fund Management (CII)
R08 Pensions Update (CII)
AF1 Advanced Trust and Tax Planning (CII)
AF4 Advanced Investment Planning (CII)
10-14 Cambridge Street
Telephone: 01296 392999
Fax: 01296 392983
Email: [email protected]