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.
Contact us
If you would like to find out more about how we can help you, just get in touch using our online contact form.
ScottLee Financial Planning LLP is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. ScottLee Financial Planning LLP is entered on the Financial Services Register (www.fca.org.uk/register) under reference number 926004.
Registered Address: St Helen’s House, King Street, Derby, United Kingdom, DE1 3EE. Registered in England & Wales No.: OC431647
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
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