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Our Wealth Planners

Jan Axten-Rice

Wealth Planner


Chartered Financial Planner FPFS, CAifs


I have lived and worked in the Cheltenham area for over 30 years but I am originally from Hereford.

I commenced my career in Banking becoming a Chartered Banker and in 2000 I qualified as a Wealth Planner. I joined Sanlam in 2012 and in 2013 qualified as a Chartered Financial Planner. My particular area of expertise is working with family lawyers and clients going through divorce and looking for advice around future finances and pension arrangements.

I took up golf 6 years ago and have risen to the dizzy heights of Ladies Captain at my Club, where my partner and I are both active members. I have two grown up daughters and my two dogs – an English Pointer and a Papillon.




Jan has assisted a number of our clients who have been awarded Pension Sharing Orders within their divorce proceedings. The feedback is always the same. Clients find Jan a pleasure to work with and praise her clear advice and guidance during what can often be a difficult process. I would not hesitate to recommend Jan to any client looking for investment or pension advice.

Elizabeth Bruce

As the owner of my own business specialising in fireplaces and chimneys it was really important to take good personal financial advice to ensure I am financially secure both now with a young family and in my retirement. Jan Sullivan has provided excellent advice and financial services to provide this security.

Edward Turner

Jan Axten-Rice

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.