Hello

It’s time to talk about me...

I am Jo, a qualified financial adviser based in Cambridgeshire, and I have been

working in the finance industry for almost a decade. My passion? Helping people

make confident, informed decisions with their money. There is nothing more

rewarding than watching clients achieve their goals and knowing that I played a

part in that.

Ok, deep breath. This is the part where I talk about myself (cue an awkward pause).

But since you have found me, you probably want to know the person behind the

spreadsheets and financial jargon. So here goes…

I have been married for 15 years to my best friend, and we have two incredible boys, Kieran and Alex, who are both footy-mad. So, yes, not only am I a boy mum, but I am also now a footy mum and loving (nearly) every second… but don’t tell them! We also have two cats, Oreo and Toby, and a slightly unhinged lab-whippet cross named Marvel, who was a surprise gift for the boys. Let’s say things are somewhat lively in our household, but we make it work.

When I am not working or on the side of a football pitch, I love live music and theatre. I have been lucky enough to travel abroad for various concerts, including Ed Sheeran in Dublin and Nickelback in Germany. And I have ticked off quite a few theatre shows too, a passion I am fortunate to share with my boys.

If you are ready to chat, I would love to hear from you. And if not, thank you for stopping by; maybe one day we will bond over crazy pets or a shared love of chocolate. But you will have to bring your own…

Qualifications

(R01) Financial services, regulation and ethic

(R02) Investment principles and risk

(R03) Personal taxation

(R04) Pensions and retirement planning

(R05) Financial protection

(R06) Financial planning practice

(J05) Pension income options

(ER1) Equity release

(CF8) Long term care insurance

(AF8) Retirement income planning

(AF6) Senior management and supervision