What attracted you to a career in wealth management?

Jo's journey into wealth management started with a strong educational background and a genuine passion for helping individuals secure their financial futures. After earning a Bachelor of Laws from the University of London, Jo pursued advanced qualifications in financial planning, including an Advanced Diploma and a Postgraduate Diploma in Financial Planning. This academic foundation, coupled with hands-on experience, led Jo to a career in wealth management. She gained extensive expertise in various financial areas, including pensions, taxation, estate planning, and investments.

How do you approach your role on a daily basis?

Jo's primary focus is to provide personalised, client-centred service. She works closely with individuals to understand their unique financial goals and craft tailored plans that align with their aspirations. Her role involves comprehensive financial planning, ensuring my clients have a clear path to reach their objectives. Open and honest communication, along with ongoing reviews, are the cornerstones of my client relationships. Jo thrives in a client-facing role because it allows me to make a meaningful impact on their financial well-being.

What are your interests outside of work?

Beyond my professional commitments, Jo has a diverse set of interests. She finds solace in spending time with horses and enjoy watching sports, with a particular passion for rugby and tennis. Being in the great outdoors and connecting with nature is a source of rejuvenation for me.