Jade Aston

Client Excellence Manager at Blackfinch Group

Jade Aston has extensive experience in client management and mortgage advisory roles, currently serving as a Client Excellence Manager at Blackfinch Group since January 2018, after previously holding the position of Client Resources Administrator. Prior to this, Jade worked at Lloyds Bank from February 2009 to 2018, where responsibilities included initiating new mortgage applications, building strong relationships with clients, and ensuring compliance with policies and regulations in various roles, including Mortgage & Protection Adviser and Mortgage Consultant. Jade consistently achieved 100% compliance with FCA regulations, earning recognition for adherence to regulatory standards. Education was completed at Beaufort Community School between 2003 and 2008.

Location

Gloucester, United Kingdom

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Blackfinch Group

With a heritage dating back over 25 years we bring significant experience, operating across mainstream and specialised markets. Each of our businesses is dedicated to an area of investment that is key for clients. Whatever the economic climate, we work to ensure that our products meet customers’ needs. We continually evolve our offerings through constant adaptation to change, from market shifts to new regulation. Our service encompasses more than investment strategy and management. We provide extensive support to advisers and our services are accessible to all customers throughout the investment process. Our focus is always on delivering value through expertise and a high-quality service with a transparent approach. We continue to grow alongside our financial planning partners and their clients, trusted with over £500 million under management and administration. Businesses: - Blackfinch Asset Management – Discretionary Fund Management - Blackfinch Ventures – Early Stage Investing - Blackfinch Investments – Tax-Efficient Investing - Blackfinch Property – Property Financing


Employees

51-200

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