Emily Jacobs, a Director at Richard Jacob Pensions and Trustee Services, has qualified to complete pension transfers.
She joins fellow director Richard, a veteran pension adviser with more than 40 years of experience in financial services, in achieving the AF3 pensions’ practitioner status.
It is rare for bespoke pensions companies, such as Newcastle-under-Lyme Richard Jacobs, to have two AF3 qualified professionals.
“The AF3 qualification is a high level award and required Emily to demonstrate an exceptional knowledge of the industry and our customers’ needs,” said Richard, the company’s founder and Emily’s father.
“As a pensions adviser we recognise the major impact our advice can have on people’s futures and believe that training and development of staff at all levels is important in giving clients peace of mind when making important financial decisions.”
Richard Jacobs Pensions has been advising people and companies about pensions for more than 20 years.
For further information contact Emily Jacobs on 01782 557800.
Notes to Editors:
Richard Jacobs Pension & Trustee Services Ltd was established in 1992 and operates from offices at Brindley Court, Lymedale Business Park, Newcastle-under-Lyme.