Jess Powell
Financial Adviser
FCA reference number: JXP02632
Having joined Hargreaves Lansdown in 2015, I have benefitted from working in various roles within the company. I moved to financial advice in 2020 and I understand the importance of building trust with my client and am passionate about helping them reach their financial objectives.
Having joined Hargreaves Lansdown in 2015, I have benefitted from working in various roles within the company. I moved to financial advice in 2020 and I understand the importance of building trust with my client and am passionate about helping them reach their financial objectives.
Expertise
Financial planning Pensions and retirement planning Investment management Protection
Qualifications
- Diploma in Regulated Financial Planning
Region and method of advice
Based in Bristol, I can provide in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
Based in Bristol, I can provide in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
As an adviser, I make it a priority to really understand your aspirations and goals to help you build a plan that is suited to your specific needs. I like to build a strong, trusting relationship with my clients and will invest the time to make sure you feel confident with your finances.
I appreciate that dealing with finances can be a daunting prospect and I will always make sure you understand everything we discuss by using plain English. Following an initial consultation I am happy to provide a summary email to allow you chance to digest the points covered in your own time before making a decision on how to proceed.
Personal interests
Outside of financial advice, I enjoy keeping active in and around Bristol with my cockapoo, Nala. I run on a regular basis and completed the London marathon for the first time in April 2024.