Wendy Jones, as the Principal Owner of Finance U Need since August 2001, brings over two decades of invaluable experience in the financial industry, specializing in both residential and commercial mortgages, as well as a comprehensive range of insurance products. Her expertise extends to life,...
Wendy Jones, as the Principal Owner of Finance U Need since August 2001, brings over two decades of invaluable experience in the financial industry, specializing in both residential and commercial mortgages, as well as a comprehensive range of insurance products. Her expertise extends to life, critical illness, and income protection insurances, allowing her to provide tailored solutions that meet the diverse needs of her clients. In an ever-evolving financial landscape, Wendy has adeptly navigated the complexities of changing products and regulations, ensuring that her clients receive the most current and effective financial strategies.
At Finance U Need, Wendy leads key projects that focus on enhancing client education and engagement, recognizing that informed clients make better financial decisions. Her commitment to staying abreast of industry trends and innovations has positioned her as a trusted advisor in the mortgage and insurance sectors. As a member of The Will Company, Wendy also emphasizes the importance of comprehensive estate planning, integrating will writing services into her offerings to provide clients with a holistic approach to financial security.
Wendy’s skills in mortgage lending, sales management, and account management are complemented by her marketing acumen, enabling her to effectively promote her services and connect with a broader audience. Her dedication to retirement planning and wealth management further underscores her commitment to helping clients achieve their long-term financial goals. With a focus on personalized service and a deep understanding of the financial landscape, Wendy Jones continues to be a pivotal figure in guiding individuals and businesses through their financial journeys.
