Jackie Bloom

Chartered Financial Planner
0208 655 3322 jackie@qifinancialsolutions.co.uk

CMA (Certified Mortgage Adviser)

What does “CMA” mean?

CMA status is awarded to those who are a Member of LIBF (MLIBF), and actively advising on mortgages or equity release.

CPFA (Certified Professional in Financial Advice)

What does “CPFA” mean?

CPFA status is awarded to those who are a fully active financial adviser, a Member of LIBF, and hold an LIBF Statement of Professional Standing.

MLIBF (Member of the London Institute of Banking and Finance)

What does “MLIBF” mean?

To be eligible to become a member of The London Institute of Banking & Finance, individuals must hold or be currently studying a LIBF qualification at Level 3 or above such as CeMAP, CDCS, or DipFA or hold an equivalent qualification from another provider, and agree to abide by our Code of Ethics.
Reviews and Ratings for Financial adviser Jackie Bloom, Croydon

Jackie at work

Jackie is an experienced independent financial planner who has worked in financial services for more than 30 years, and takes a warm, holistic approach to helping clients feel confident about their financial future. She specialises in tax-efficient savings and investments, pensions, long-term care planning, protection, and trust and estate planning.

Jackie takes real pride in getting to know her clients properly and building long-term relationships that grow and evolve. She works closely with individuals and families at every stage of life, creating clear financial plans based on their goals and circumstances, helping to bring clarity and confidence in an often complex economic landscape.

Jackie at home

Outside of work, Jackie enjoys practising yoga, walking her dog, and making the most of time spent with family and friends.

Statement of Profesional Standing FCA Register

Qualifications

  • CertLTCP (Certificate in Long-Term Care and Later Life Planning)

    CertLTCP gives individuals the skills and expertise required to confidently analyse and evaluate planning needs and care requirements to provide good outcomes for later life clients.

  • FPIR (Financial Planning in Retirement)

    FPIR develops the knowledge and understanding across a broad range of areas relevant to later life planning, enabling individuals to offer advice in more areas – from pensions and Inheritance Tax to long-term care.

  • DipFA (Diploma for Financial Advisers)

    This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.

  • TTTC (Taxation, Trusts and Tax Compliance)

    This module teaches individuals how to develop a taxation and trusts strategy within an ethical framework, and how to advise UK clients on taxation and the administration of trusts.

  • AFA (Advanced Financial Advice)

    The unit introduces knowledge and understanding of financial institutions to enable you to identify the different types of service that they provide. It explains the functions and importance of the main components of the monetary and financial system, enabling you to recognise and appreciate the influences on the financial institutions and markets including financial intermediation and disintermediation. It introduces the concept and nature of risk and factors to the advice process for financial advice and enables you to demonstrate knowledge and understanding of the FCA’s approach to ethical and unethical behaviours and develop understanding of the Code of Ethics.

  • ASSM (Assessment of Mortgage Advice Knowledge)

    This unit enables individuals to provide a holistic assessment of a client’s mortgage needs. They have gained an understanding of the analysis of clients’ circumstances to provide suitable solutions.

  • MAPP (Mortgage Applications)

    This unit introduces individuals to the mortgage application process and procedures. It provides them with an understanding of the role of the mortgage adviser, the different types of fees and charges relating to mortgage application and the factors affecting the valuation of a property, and the different types of valuation.

  • MLPP (Mortgage Law, Policy Practice and Markets)

    This unit introduces individuals to the regulation of the different types of mortgages and equity release products. It provides an overview of the house-buying process and the different types of borrower. They will also gain an appreciation of the Mortgage Conduct of Business Rules.

  • MAPC (Mortgage Payments Methods and Products)

    This unit introduces individuals to the different types of mortgage products; repayment methods; an understanding of the suitability of each type of mortgage for different clients; the processes and procedures for raising additional money on an existing mortgage; and the treatment of clients who experience difficulties in repaying their mortgage and the different types of assistance for people who are experiencing mortgage difficulties.

  • FSRE (Financial Services, Regulation and Ethics)

    This qualification delivers a comprehensive introduction to the UK financial services and focuses on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice. It appears in the apprenticeship standards for the Financial Services Administrator and the Compliance / Risk Officer.

In the spotlight

What do you love most about your job?

Supporting clients, establishing long-term trusted relationships with clients and colleagues, and working as a team to deliver the best client outcomes.

What types of people do you most enjoy working with?

All of them. Everyone brings their own element to my professional satisfaction and professional journey.

See who’s in your corner

Meet everyone
Paul Annys Chartered Financial Planner and Managing Director Meet Paul
Tim Rea Chartered Financial Planner and Director Meet Tim
Debbie Holloway Chartered Financial Planner Meet Debbie
Doug Rodman Chartered Financial Planner Meet Doug
Tracy Sansom Paraplanner Meet Tracy
David Ellener Paraplanner and Research Analyst Meet David
Jane Dearing Office and Account Manager Meet Jane
Wendy Povey Client Manager Meet Wendy
Eray Tanis Paraplanning Support Associate Meet Eray
James Higham Business Support Analyst Meet James
Qi Financial Solutions
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