Jackie, John’s sister, is at the heart of the business and the person who makes things happen for Edison Ford IFAs many clients. Her knowledge of the ‘Buy to Let’ and ‘Equity Release’ markets is unrivalled, helped by her practical hands on experience of building her own property portfolio.
Jackie joined NatWest bank in 1976 where she developed her career over the following 15 years. Her specialisations were personal lending and perfection of property security, both of which have stood her in good stead in the mortgage market. Jackie then ran her own filling station business for 5 years, where she developed a formidable commercial sense, before joining Edison Ford in 1997, bringing with her an extensive knowledge of commercial finance and business matters.
Jackie is one of the few female IFAs in the country who not only holds the Equity Release qualification but also the advanced CeMap qualification (covering the more complex aspects of residential and commercial lending) and the Certificate in Regulated Customer Care.
There are very few practices in the South West offering Equity Release advice ‘in house’ and Jackie has the patience and expertise to spend as much time as is needed to help clients understand whether this sometimes misunderstood product is right for them.
Jackie has been a winner of the ‘Mystery Shopper’ evaluation in Financial Adviser magazine. Jackie’s main love (besides her husband!) is horses.
Qualifications: FPC, CMS, Adv CeMAP, CeRCC