Jillian Thomas Dippfs - Banner Jones

Jillian Thomas DipPFS

Partner, Head of Wealth Management

Chesterfield- Glumangate

Jill@bannerjoneswm.co.uk

01246 560 570

Where did you study?

Tapton Comprehensive School, and the Chartered Insurance Institute

When did you Qualify?
1997

What do you specialise in?

Jillian is a hugely knowledgeable and engaging speaker on all aspects of financial planning - for individuals and businesses, with her particular areas of expertise being pensions, tax advice, investments, inheritance and retirement planning.

Jillian has over 35 years experience in the financial sector and is one of the most highly respected figures in the financial services industry, with her reputation being recognised all over the City. Jillian is privileged to have the trust to manage other peoples financial affairs, their wealth and their children's well-being and education. She is a regular contributor on media outlets discussing all aspects of the financial services industry.

Jill became President of the Sheffield Chamber of Commerce in October 2015, only the second female to hold this position in 154 years.

Banner Jones Wealth Management is:

the trading name of Banner Jones Wealth Management LLP (registered in England & Wales, number OC380075)
a separate legal entity to Banner Jones ltd
is not a law firm authorised or regulated by the Solicitors Regulation Authority
an Appointed Representative of Future Life Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Jillian Thomas is the Managing Director of Future Life Wealth Management.

Testimonials

Just also wanted to say thank you to Jill for all of your help. It’s been pretty overwhelming sorting out all of mums affairs but you both made sorting this out really straight forward for us and we can’t thank you enough!

Mrs H, Chesterfield

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.

Mr & Mrs H, Nottingham

“Jill is a most knowledgable and engaging pension and investment adviser”

Mr W