Welcome to Prosperity.
We are delighted to announce that Jackie Vaz has joined the Prosperity Wealth team as an Independent Financial Adviser and Financial Wellbeing Specialist.
Jackie’s been helping individuals with their financial wellbeing since qualifying as an Independent Financial Adviser in 2002. As a pensions and investment consultant, Jackie’s goal is to enable people to feel in control and confident about their finances. She does so by helping them to understand what money they have now, what they need moving forward and how to protect and plan to achieve this from cash, investments, and pensions.
In the workplace Jackie helps organisations put in a place a robust governance policy to help them maintain the quality of their pension scheme and processes. She also actively promotes the employee benefits to her corporate clients' staff, all of which is the backbone of good member outcomes and financial wellbeing.
Jackie’s career has included many speaking engagements, seminars and more recently webinars, both in and outside of the workplace. These have included work with The Pensions Regulator, The Financial Conduct Authority (our regulator) NEST, and regional organisation like CIPD and AAT.
From everyone here at Prosperity, welcome to the team, Jackie.