Meet our team
“As you grow older you will discover you have two hands, one for helping yourself and the second for helping others” – Audrey Hepburn
Jane Stevens is the Principal of The Pension House, and has worked in financial services throughout her career. It is noticeable that very few young people join the Financial Services Industry and we consider it important for the longevity of our business that younger people should be at the back bone of our team. Jane passes on her knowledge and mentors the team, ensuring they have a thorough understanding of all aspects of financial planning.
Jane Stevens APFS
Chartered Financial Adviser
Jane has worked in the pension industry for over 35 years. She has gained the reputation of being a pension expert. Her focus is to work with clients who are retired or coming up to retirement.
Jane holds the Advanced Financial Planning Certificate, including G60 and G20 qualification this means she is a ‘Pension Transfer Specialist’ and this permits The Pension House to provide advice on Defined Benefit, Final Salary, and Occupational pension schemes. This sets The Pension House apart from other advisers that are unable to give advice in this restricted area of financial planning.
We like to grow our people at The Pension House.
Louise joined the team in 2018 with a good level of administration ability.
Louise has commenced her CII training with the aim of achieving the Diploma in Regulated Financial Planning. Her goal is to become a Qualified Paraplanner.
Her role at The Pension House is to prepare documents for client meetings and to implement the agreed client financial plan. She is responsible for the back-office system, registers and smooth running of the office.