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Jan is a stalwart of the Planwell business, spending the last 20 years providing financial advice to our clients.
Having provided retirement advice to many, Jan has decided it is now time to take her own advice and embark on a retirement journey of her own.
Whilst Jan will no longer be advising clients, her experience is not lost to Planwell, as she will continue in a part time role working in management and in a mentor role for our newer advisers – when she is available and not travelling!
Jan’s experience and understanding of the advice industry will complement our strong adviser and support teams, helping to deliver exceptional outcomes for our clients.