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)
AF7 Pension Transfers (CII)
AF8 Retirement Income Planning (CII)
10-14 Cambridge Street
Telephone: 01296 392999
Fax: 01296 392983
Email: [email protected]