Janine Wilson

Janine joined Torquil Clark’s northern office, Lonsdales, in 2006 having previously worked for a high street building society giving financial advice to a broad range of clients. She has also worked for a large high street bank advising ‘high net worth’ and business banking clients.

As a Financial Consultant, Janine has qualifications far in advance of the basic financial services ‘entry level’. In 2010 she achieved the Diploma in Financial Planning, held by only a proportion of financial advisers. She already holds advanced qualifications in Tax & Inheritance Tax Planning, specialist pensions advice, including Retirement Income Options and Pension Funding options. Janine is currently working towards gaining Chartered Status, which is the pinnacle of achievement for an Independent Financial Adviser.

Holistic approach to financial planning

In her 20 years working in the Financial Services Industry, Janine has gained invaluable experience dealing with many private clients including ‘high net worth’ individuals and business clients on all aspects of financial planning. This has included working alongside accountants and solicitors to provide clients with a holistic approach to financial planning.

Janine works with each of her clients to establish a long-term relationship in order to ensure that they remain on course to achieve their financial goals. She does this by not only delivering the initial advice required by her clients but also by building regular reviews into the relationship so that she can ensure that their investment and pension assets continue to work to their maximum potential.