Jo has over 30 years’ experience in financial services industry, having held roles in regional building societies, smaller financial services companies and national IFA networks. Jo has a thorough knowledge of our clients’ needs and expectations and is focussed on making sure we deliver a positive experience at every stage of their relationship with us.

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Jo’s responsibilities include the management and delivery of our Training and Competency activities, making sure we comply with all regulatory needs while also working to review, develop and manage our training and competency scheme for our business and advisers, including the supervision of individual advisers.