Jo has over 4 years of paraplanning experience and has a Bachelor of Law from Cardiff University. She is currently working towards her Diploma in Regulated Financial Planning. In her spare time Jo enjoys ice skating, dance, writing and travelling.
Coronavirus (COVID-19) We continue to deliver an uninterrupted service whilst adhering to government guidelines and protecting our clients, employees and family members.
Our employees and advisers are equipped to work from home and we will continue to work ‘normally’. Our office is Covid secure and remains open for post, phone messages and client meetings by appointment.
During this time, most meetings will be undertaken by telephone or video call.
Please feel free to contact your adviser by mobile or email if you need any help or advice.