Heather Parker

BA (Hons) DipPFS

Paraplanner

Heather joined JPB Financial Planning in 2025 and has worked in financial services since 1997. Her career began with Lloyds Private Banking before moving into the IFA sector, where she has built extensive experience, most recently spending nine years as a self-employed paraplanner for a large Wealth Management firm.

Heather holds the DipPFS and specialises in pension and retirement planning, investment planning, and inheritance tax planning. She enjoys the analytical side of paraplanning and the satisfaction of delivering clear, compliant reports, supported by a strong team environment.
Outside of work, Heather enjoys holidays, socialising, keeping fit, and spending time with her two teenage daughters.

Fun fact: She once did a solo parachute jump for charity, but has no memory of leaving the plane!