JENNA WHEELER

Jenna’s role at Signate Private Wealth is lead our project team, overseeing the initial stages to implementation and through to the completion of our projects. She will coordinate all aspects of the project, be responsible for targets being met whilst keeping Senior Management and other Stakeholders informed.

Jenna holds a Master of Financial Planning and has over 20 years’ experience in the financial services industry. Her roles over this time range from client services manager, paraplanning, compliance manager and financial adviser. This helps her to understand all facets of the advice process provide a detailed and supportive approach to the project management process.

In her free time, Jenna loves spending time with her husband and two children, going to the beach and travel.