Client Services Manager
Jo provides administration support to the Advisors and Finance Manager. With over 10 years experience in the delivery of IT projects within the banking and financial services industry, Jo is also looking after our client database and client systems. She is committed to efficiently supporting the back office team and aims to continuously improve our systems to provide the best customer experience for our clients. Outside of work, Jo enjoys spending time with family and friends and going for walks with her dogs Evie and Ruby.