Andrea Jackson
Paraplanner
Andrea's professional journey
Andrea studied for a business degree at Lancashire University, and spent several years working with MasterCard before becoming a self-employed paraplanner. She has more than 15 years’ experience providing technical support across investments, pensions, protection and Inheritance Tax planning.
Andrea’s expertise includes pension transfers and drawdown, inheritance tax planning solutions such as AIM, EIS, VCTs and trusts, as well as suitability report writing and ongoing review preparation. She offers flexible, fully remote support, working on everything from one-off cases to long-term paraplanning partnerships.
Off the clock
Andrea enjoys spending time with her family and keeping active. She regularly runs as part of a club with her two daughters and also goes swimming each week.
Outside of sport, she enjoys going to the cinema, taking part in a book club with her friends, and spending time with her much-loved (and now elderly) rescue dog.
Proud to work with...
Wally the Dog
Chief ballchaser
