Janet Travis FCCA, CFP Chartered FCSI (Financial Planning), MA(Cantab) Economics

Director

Janet studied economics at the University of Cambridge and is qualified as a Chartered Certified Accountant, and as a Certified Financial Planner. She has approximately twenty years experience in financial services working with SME’s and high net worth individuals and managing the Wellway group of businesses, which she joined in 1996.

Expertise

  • Business planning
  • Business startup
  • Corporate tax planning
  • Investment and financial
  • Personal tax planning
  • Retirement strategies