Jo manages the Hitchin office and is an adviser in her own right whilst also paraplanning for Steve Wilson. She obtained her Diploma in Financial Planning in 2005.
Jo joined the Lyndhurst team from the Rothmere Wilson expansion in March 2015 but has been working in the industry since leaving university in 2002 with a degree in Accounting and Finance.
Jo is also a member of SOLLA the Society of Later Life Advisers. See below for more details.
She intends to continue studying towards becoming a chartered financial planner in the near future.
Away from the office Jo has 3 daughters which keep her busy, but when she can she enjoys running and is a member of her local running club.
SOLLA’s purpose is to serve the needs of people seeking advice about their financial wellbeing in later life. They accomplish this by providing these clients with Accredited Advisers local to them, who specialise in the financial needs of older people.
All members of the Society must achieve the Later Life Adviser Accreditation and adhere to a Code of Practice to ensure their clients know what to expect from their services. These advisers can advise on:
- Retirement Planning – pensions and annuities.
- Funding for Care Home fees
- Funding for care in your own home
- Equity release and other property options
- Savings and investment planning
- Tax matters and estate and wealth planning