Jay Jeffrey currently serves as a Specialist Financial Adviser at Wesleyan since January 2023. Prior to this role, Jay held the position of Adviser at Sean Downs Wealth Management, Senior Partner Practice, under St. James’s Place Wealth Management from January 2018 to January 2023. Jay's earlier experience includes the role of Private Banking Advice Manager at Lloyds Bank Private Banking from July 2012 to December 2017, where client financial needs in Scandinavia, Ireland, Netherlands, and Spain were managed. Additionally, Jay worked as a Relationship Manager and Senior Personal Banking Manager at Lloyds Banking Group, and held various roles including Relationship Adviser and earlier positions within Lloyds Banking Group from December 1997 to June 2012. Jay's educational background includes qualifications from the Chartered Insurance Institute and Kidbrooke College, with a high school degree from Kidbrooke Secondary School.
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