Jade Rose on Clubhouse

Bio

🗝 Licensed financial planner serving entrepreneurs, content creators and creative professionals

▪️𝗙𝗧𝗦𝗘𝟭𝟬𝟬, 𝗙𝗖𝗔 regulated and managing £𝟭𝟬𝟬𝗺 of client’s assets

▪️I get people’s personal finances together so they can focus on doing cool sh*t in creative spaces:

• 𝗣𝗹𝗮𝗻 - 𝘐 𝘥𝘦𝘴𝘪𝘨𝘯 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘳𝘰𝘢𝘥𝘮𝘢𝘱⁣
• 𝗣𝗲𝗿𝗳𝗼𝗿𝗺 - 𝘞𝘦 𝘣𝘶𝘪𝘭𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴⁣
• 𝗣𝗹𝗮𝘆 - 𝘠𝘰𝘶 𝘦𝘯𝘫𝘰𝘺 𝘵𝘩𝘦 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴

▪️𝗠𝘆 𝗧𝗼𝗼𝗹𝘀:
▫️Leveraging personal/business to reduce tax
▫️Managing the proceeds of company exits
▫️Passive income
▫️Financial stability
▫️Future cash flow forecasting
▫️Alternative revenue streams
▫️Generational wealth building
▫️Family finance planning
▫️Trusts
▫️Mitigating tax liabilities
▫️Providing financial benefits for your staff
▫️Financial wellness and guidance

🎯 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝗱:
• The Telegraph
• The Conduit
• She’s on the Money
• Prime Models
• The Financial Planner Life
• PWC
• WealthiHer

🎨 𝗣𝗮𝘀𝘁 𝗟𝗶𝗳𝗲: 𝗽𝗿𝗶𝗻𝘁 𝗱𝗲𝘀𝗶𝗴𝗻𝗲𝗿 + 𝗯𝘂𝘆𝗶𝗻𝗴 𝘁𝗲𝗮𝗺

✨ Meaningful connections⁣
⚡️ Meaningful conversations⁣
🌙 Manifestation and abundance⁣ mindset
⁣
🗝 𝗢𝗽𝗲𝗻 𝘁𝗼 𝗻𝗲𝘁𝘄𝗼𝗿𝗸, 𝗱𝗿𝗼𝗽 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲

📍𝗟𝗼𝗻𝗱𝗼𝗻