Jade Swanston
Chartered Financial Planner
& Chief Revenue Officer
Jade Swanston, Chief Revenue Officer at Advanta Wealth, is a Chartered Financial Planner with over 15 years’ experience leading teams of advisers who support clients in navigating financial transitions. Recently launching a specific proposition for individuals considering divorce, the focus specialises in guiding individuals through divorce, ensuring clarity, empathy, and long-term security. Jade combines a practical, people-centred approach with technology-driven solutions to deliver tailored strategies that protect assets and empower financial independence.
Day 1 - Jade Swanton & Gillian Piggot | Sponsor Spotlight
Financial Foundations for Families: Planning, Protection and Clarity During Change
Who it will interest
Separating parents, mediators, family lawyers, collaborative professionals, therapists and coaches supporting families through transition
What this session is about
Separation can create a perfect storm, emotional strain, time pressure and financial uncertainty. This short sponsor spotlight offers a calm, practical overview of the money decisions that matter most when family life changes.
Advanta Wealth will outline the core foundations that help families move from panic to clarity, understanding cashflow, protecting children, reviewing cover, planning for housing decisions, managing debt and creating a sustainable forward plan. The emphasis is on simple, actionable steps and avoiding common mistakes that can cause long-term stress.
Key themes
Getting a clear picture of income, outgoings and immediate priorities when splitting one home into two
Planning for housing and affordability during transition
Protection and resilience, life cover, critical illness and income protection where relevant
Pension awareness and longer-term impact of separation decisions
Building a plan that supports stability for children
What delegates will gain
A clear checklist of financial foundations to consider during separation
Practical language for guiding clients towards support without giving financial advice
Better awareness of where financial uncertainty amplifies conflict and how to reduce it
Confidence signposting to specialist help at the right time
How it connects to other sessions
This complements the conference focus on stability and reduced stress, reinforcing the wider message that children benefit when adult systems reduce pressure, improve clarity and plan proactively.