08 Aug 2023
After graduating with an MA (Hons) in Economics from Heriot–Watt University in 2017, Jo initially entered one of the ‘Big Four’ accountant firms before joining us back in 2020 as a financial paraplanner. Jo diligently set about studying and achieving the Chartered Insurance Institute (CII) Diploma and has now successfully navigated our robust Trainee Programme. Jo has already been working closely with our experienced team of advisers and will now be taking on even more responsibility by directly helping our clients shape their financial futures.
Comments Nigel Jeynes, Director of Wealth Professional:
“The vision for Wealth Professional is to continue to grow our business through generational financial advice, delivered by young talent like Jo. We’ve witnessed Jo go from strength to strength with her application of knowledge to real life situations and it’s a pleasure to watch. Caring, considerate, and attuned to our client’s needs, Jo is a strong addition to the advisory team and the future of Wealth Professional.”
