Jeanette McHardy

 

 

Financial Planner

Based in Yorkshire

Since joining the industry in 1997 Jeanette has built up a wealth of experience and expertise in financial services from providing bespoke individual financial planning to years as a regulated Bank Manager and as a Regional Director responsible for banks across Yorkshire, Derbyshire and Lincolnshire.

She now devotes herself to the core of the industry – looking after people and helping them to achieve their goals. She knows the value of building close relationships to fully understand her clients’ personal and professional priorities, working with them and their families and creating the optimal path to financial comfort, security and success.

While she looks after clients through all their life events, she specialises in Retirement Planning: working with people to prepare for finishing work and leading them through the myriad options this presents. Jeanette’s approach offers clarity and simplicity without compromising technical sophistication resulting in long-term, trusting and loyal client relationships.

Jeanette has also worked with businesses ranging from small one-person firms to large national companies and organisations providing employer/employee support via seminars and surgeries as well as advising business owners on solutions to safeguard their concerns for the unknown future.

When not working, she can be found with her nose in a good book, whacking a tennis ball (badly!) or dragging her teenaged daughters away from screens out into the fresh air as well as going home to Ireland whenever she can.

Jeanette McHardy BA MA DipFA
Independent Financial Adviser

Contact Me

Office: 01223 869061

Mobile: 07718 643259 

Email: Jeanette.McHardy@tavistockprivateclient.com

Tavistock Private Client