Jessica Nelson

Jessica is a Chartered Financial Planner and joined Saunderson House, now Rathbones Financial Planning, in March 2020. Jessica enjoys helping clients to achieve their long term goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jessica works with clients on a holistic basis, helping to plan for their future through wealth accumulation, tax planning and mitigation, retirement planning and estate and inheritance tax planning. Jessica studied Law at the University of East Anglia (UEA) and has completed the Advanced Diploma in Financial Planning.

Outside of the office, Jessica enjoys playing tennis, travelling with family and friends and long dog walks whilst battling the British weather.