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Silvia Medeiros

A little about us

Silvia Medeiros
Silvia Medeiros
Paraplanner

 

Silvia joined us in November 2024 having had sixteen years experience working in the financial services industry. Prior to working with us she was a Financial Planning Manager for a leading high street mutual building society. She has held various roles in banks in both the UK and Portugal. Currently she is working closely with Nick Young, and takes pride in helping clients to achieve their financial objectives by tailoring a strategy suited to their own unique circumstances. She is enjoying working and training with the JMA team and is looking forward to progressing within the firm and assuming an advisory role again. 

Qualifications

Post Graduate Diploma in Business Administration (Canada)

Chartered Insurance Institute 

Diploma in Financial Planning (Level 4)

Certificate in Financial Planning CeFA

 

Protection

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Protection

As one would imagine, there are many types of Protection Policies to choose from.

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Research Tools

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Research Tools

Use our helpful calculators for your financial planning

 

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Estate Planning

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Estate Planning

Our inheritance tax calculator will help you calculate any potential inheritance tax liability.

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In Retirement

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In Retirement

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

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What customers say

    My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.

    Trevor Phillips, Surrey

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.