Jayne Lock

Protection Advisor

I have had a career in Financial Services for over 30 years and a variety of roles.  I started my career
working for the Principality Building Society and this led me to follow my interest in the Financial

I worked for HSBC bank for many years and had various roles, I progressed my career with HSBC
bank as a Corporate Senior Employee Benefits Manager.  My role was giving advice to Commercial
Clients in relation to Protection, one of the main areas covered Private Medical Insurance of which I
am very passionate about.

After being made redundant I continued my passion in this area and become Self Employed
Protection Advisor.

At PDB Wealth I have a dual role in providing advice on Protection needs to Commercial and
Individual clients, in addition administrative support to the Advisers.  I enjoy my role and it gives me
great pleasure to know I have helped my clients in times when they have had to call on their
protection plans helping them through difficult times.

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