Jessica Chantler Completes Personal Finance Society Fellowship

A Redruth woman recently achieved the most prestigious level of professional achievement in the world of financial planning; a fellowship with the Personal Finance Society.

Jessica Chantler, 32, from Redruth, had worked in financial services for 14 years, choosing to stay in Cornwall and study while working rather than go to university.

She started working in a financial adviser’s office as an administrative assistant in 2012 and has since worked her way up.

Jessica took a total of 18 exams at once, there were no classes, online resources or additional support; just herself and a manual.

She received the scholarship on December 13, 2021.

Jessica said: “To be a financial adviser you need to complete a level 4 diploma in regulated financial planning (100 exam credits) from the Personal Finance Society, which I did at 25, however I knew I wanted to go on and get chartered status, a sign of quality and higher education within the industry, which I have now done.

Falmouth Package: Jessica ChantlerJessica Chantler

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“Working towards chartered status is often considered the gold standard in financial planning, however, a scholarship is the next level.

“Those who aim for this prestigious award tend to be well into their careers, usually in their 40s or 50s, which makes it even rarer for me to finish it at 32!

“However, I saw it as the next natural step to further my professional development.

“With 350 exam credits required to complete the scholarship, 290 of which are largely earned through completion of the Level 6 Advanced Diploma in Financial Planning, this is no small task to undertake.

“I am now a self-employed financial adviser based in Redruth and have achieved my dream of not only being at the top of my game in terms of qualifications, but also now having my own planning practice. to take care of clients, make a real difference and help them achieve their own financial goals.

“I am thrilled to become a Fellow of the PFS after many years of hard work and dedication; it was more than worth it.

“Technical knowledge is an important part of ensuring that I give the best possible advice to clients, as well as the ability to make it clear and easy to understand.”

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