Jo has spent the last 12 years working in the financial services industry as an Office Manager for a Financial Adviser Firm based in Sevenoaks.  Last year, having completed the Chartered Insurance Institute (CII) R01 Financial Administration exam, she moved to join an independent firm who provide outsourced administration and now works remotely for a number of Financial Advisers based across the UK.

Jo supports Pyrford Financial Planning with all their administrative requirements from new business submission to client service reviews.