Who we are
Hi - I’m Jaz and, after a long successful corporate career in Finance, I have founded the finance concierge as I believe everyone should have access to the tools required to enable them to take control of their finances, and make money an enabler rather than a limitation.
So, how did we get here?
I qualified as a Chartered Accountant and have spent the past 25+ years leading Financial Planning and Analysis teams for multinational corporations, as well as providing consultancy advice on corporate business performance management.
Over that time I have become an expert in Financial Planning and Modelling and have deployed the skills I’ve learnt in business to manage my own personal finances.
OK, but why the finance concierge?
Over the years I have realised that the tools I have used, and taken for granted, to give myself and my family greater financial security and freedom are not readily accessible to everyone.
Traditional personal financial planning services cost thousands of pounds and are typically provided by Financial Advisers who also sell investments and take an ongoing percentage of your asset portfolio.
My ultimate goal is to support and empower individuals, families and small businesses to feel more confident in understanding and managing their finances and planning for the future.
What’s different about the finance concierge?
We offer a range of services across everyday aspects of money management and planning. Our services are all provided at a fixed price, significantly lower than traditional financial planning services.
We do not sell or recommend any financial products - we are focused on your goals and life choices and how you can better use your hard earned money to achieve them!
We provide a very personalised service - every solution is unique to you. We believe in building long-term relationships with our clients and recognise that sometimes a quick email or call is all you need for peace of mind in respect of your finances. As such, our concierge service is an affordable way to ensure you have access to this 365 days a year.