Client Services Executive
Jada Shum
In the office
As a Client Services Executive, Jada is here to help you with any questions or queries you might have.
She oversees the administration of our clients’ investments and pensions, ensuring information is up to date and accurate.
She also helps to prepare documents for client meetings so that you and your planner have everything you need.
Out of office
Outside of work, Jada’s favourite pastimes are playing board games with her family, baking, playing the piano, and singing.
She also loves to watch films. Her favourites are Marvel films, but she’s not so keen on horror films.
Contact us
To learn more about how we can help you or book an initial meeting, please complete the form below and one of our team will be in touch.