Jade supervises the wealth administration team for TFA and is based in Plymouth. In particular Jade provides administration support for independent financial advisers Peter Watts and Mark King who serve clients in Somerset and Gloucestershire.
Whether it’s processing documentation for a new investment application, assisting with top-ups and withdrawals for existing pensions or preparing a client review pack, you can count on Jade to process this expediently and professionally. Jade receives superb feedback from clients and she is committed to ensuring that every client receives a excellent experience from beginning to end, every time.
Experience and background
Having completed her undergraduate degree at Falmouth University, Jade entered financial services as a mortgage administrator which she undertook for 4 years before joining TFA in 2017.
Jade works in partnership with our independent financial advisers and the relevant product providers to ensure a seamless service is provided to you, our client, keeping you up to date throughout the process. Jade provides that additional point of contact for you, ensuring any questions you may have are responded to promptly.
Jade is based in Plymouth and works with TFA Independent Financial Advisers Peter Watts and Mark King, who have clients who are based in Somerset and Gloucestershire and various towns and villages throughout the South and South West of England.
You can contact Jade Lindley-Buckley on 01752 349277. Or you can complete our enquiry form below and Jade will respond to you as soon as she can
You can contact Jade Lindley-Buckley on 01752 349277 or complete our enquiry form.
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