Jo is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Jo has worked in the financial services industry for over 20 years, helping clients make the most of their money, creating and protecting their wealth. She is passionate about what she does and wants to help make a real difference in people’s lives and make things easy to understand. Jo works closely with clients to help them achieve their financial goals and maintain long term relationships, whilst guiding them through their different life stages.

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Outside of work, Jo enjoys spending time with her husband and daughter as well as learning different creative crafts and interior design.