Her career began in banking in 1988, and by 1992 she had become a tied adviser. Since 2011, she has worked as an independent financial planner, helping clients make informed decisions and plan confidently for the future.
She is a Chartered Financial Planner and is currently working towards Fellowship of the Personal Finance Society. Jo specialises in holistic financial planning, advising high net worth individuals and business owners on strategies to secure their financial future and that of their families.
Jo prides herself on delivering a friendly, jargon-free service that helps clients feel informed and confident about their financial plans. She particularly enjoys meeting regularly with clients to ensure their plans remain aligned with their objectives as circumstances and markets evolve. Helping clients achieve their goals and providing peace of mind through ongoing advice is what she finds most rewarding.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.