Jill Turner Associates is a client focussed Holistic Financial Planning Practice. Established as an alternative to the mass market approach to financial services. An active member of the Personal Finance Society by exam. Jill holds the Diploma in Financial Planning and draws on twenty six years experience in helping people to protect their loved ones, manage risk and achieve their financial goals.
Born in North London to a green grocer’s daughter and a master builder’s son, who came from a long line of pearly kings, Jill perhaps inherited a genetic disposition to customer service and detailed planning. After graduating from the University of Bradford, her career in financial planning began with a chance response to an 80’s recruitment advertisement. Keen to be financially independent, the promises of riches, Porsches on the drive and villas in Spain for anyone young, motivated and ambitious, seemed appealing.
It led to canvassing door to door for American Life, which was thankfully short lived before a career at Legal and General beckoned where Jill enjoyed twelve glorious years with a first class company that provided first class training. It culminated with Jill running the financial services for three North London estate agents before deciding that her clients would be best served if she became an Independent Financial Adviser.
In a rapidly changing and heavily regulated profession, Jill has experienced many legislative changes and restructuring , which recently saw the implementation of the long talked abut Retail Distribution Review (RDR). Shortly after the birth of her daughter in 2012, Jill completed the last exam requirement for the Diploma in Regulated Financial Planning and towards the end of the year, motivated by enduring client relationships, some of whom are the children of the children of the parents she advised back in the late eighties, she set up her own practice. This enables her to work in harmony with her own values and business goals, to best serve her clients.
Jill left the big smoke a while ago and now lives in a traditional stone cottage in the Peak District with her two children and a somewhat demanding Staffordshire Bull Terrier. With different life goals, there have never been any Porsches on the drive nor villas in Spain, Jill’s family are her riches and Holistic Financial Planning has evolved into the perfect career to combine her love of mathematics and strategic thinking with a natural ability to engage with people and a passion to help them to enjoy a more financially secure future.
Clients are a mixture of families, business owners, young professionals, trustees and charities who appreciate enduring client relationships and the added value that seeking professional advice can bring. Success has been based on listening and understanding what clients want to achieve, bespoke research and an unshakeable commitment to provide the best outcomes. We’re also proud that the three words that clients use most to describe Jill Turner Associates are:
Friendly, approachable and trustworthy.
Currently, spare time is a rarity but when not working or playing Duplo, Jill has a passion for broadcast journalism. A passion that has sparked many international friendships, created one of the most eclectic music collections this side of the Pennines, five years worth of Global Roots and Grooves radio, an invitation to teach radio production skills at Sheffield University’s Summer School and the opportunity to dance in the rainforests of Borneo.
The Financial Conduct Authority Register
The Financial Services Register is a public register of all the firms and individuals that are authorised by the Financial Conduct Authority. Find our entry here.
Who we partner with
We recognise when areas of advice are out of our scope when clients need to be referred to specialist practitioners.
Jill Turner Associates has a network of trusted professional associates, including lawyers, accountants, life coaches, insolvency practitioners. We will only refer clients to people we have already met and who work in a similar way, to create positive client outcomes. If you offer services and advice that are beneficial to our clients please, Get in Contact.
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The Financial Conduct Authority requires that all retail investment advisers now hold a Statement of Professional Standing (SPS).
An SPS can only be issued by an FCA appointed accredited body, such as the Chartered Insurance Institute and confirms a number of accreditations.
This section gives the background . Take me there.
I'm lucky, as a financial planner I get to meet some brilliant people who trust me to advise and guide them with some really important life decisions.
This section of the website illustrates real life examples of 'What We Do'. Take Me There
Code of Ethics
85% of the FTSE 100 companies have an ethics policy. It's not always black and white and as business actions are essentially the outcome of decisions made by individuals, an ethics policy will contribute to better client outcomes.
Jill Turner Associates are part of the wider Intrinsic Network of Financial Professionals, an active member of the Personal Finance Society, the Chartered Insurance Institute and authorised by the Financial Conduct Authority. All of which have helped shaped our published Code of Ethics. Take me There.
Image courtesy of Vlado / FreeDigitalPhotos.net.