Denise Manson

CertPFS

Finance Manager / Administrator

Denise joined JPB Financial Planning in 2021, bringing with her nearly two decades of experience in financial services. Her career began in 2002 with Standard Life Assurance Company, and following the closure of their Manchester office, she transitioned into an administrative role with an independent financial adviser, where she achieved her Certificate in Financial Planning.

At JPB, Denise plays a dual role, combining her strengths in administration with her responsibilities as Finance Manager, overseeing payroll and financial systems using Sage. She has also undertaken basic paraplanning training, adding further depth to her skillset.

With a broad understanding of key financial planning areas; including retirement planning, investments, and estate planning. Denise is known for her adaptability, attention to detail, and ability to support both the operational and financial aspects of the business. She thrives on the variety the role offers, where no two days are ever quite the same.