Jo has for over 25 years Financial Services experience. She has a wealth of experience both in front of the client and behind the scenes. Jo’s career includes Business Assurance, T&C, Sales & Marketing, Product design and delivery, and Process improvement, both for Financial Adviser firms and Product Providers.
When not working Jo loves to spend time with her young family as well as getting out in the fresh air for a run and then putting her feet up with a glass of wine.
Jo is a Chartered Financial Planner.