At work

Jo has 5 years paraplanning experience, prior to working in the finance sector, she was a copywriter and translator.

Jo conducts technical research and write financial planning reports on behalf of our advisers.

Jo is currently working towards her Diploma in Regulated Financial Planning (DipPFS), she currently have 4 exams completed of 6.

At home

Jo loves spending time with friends, usually involving walking or ice skating.

She also loves to travel and learning new languages, she speaks French and is currently learning Mandarin Chinese.

Spotlight questions

If I could be any fictional character, I would be:

Nancy Drew

The three small things that make my day better are:

A sunny day, spending time with friends and family, a McDonald’s breakfast