Jenna Huartson

Jenna began her career in financial services in 2011 and joined Rathbones in 2019. She is a Chartered Financial Planner and Fellow of the Personal Finance Society.

Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances.

Jenna works with private clients, families and trustees on a holistic basis. Her areas of expertise are; wealth accumulation; tax planning and mitigation; retirement planning and estate and inheritance tax planning.

Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater clarity and reassurance over the future.