0330 038 8942
Based in Derby
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Jo has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jo has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Jo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jo has not yet added their fees to their profile
Fees not yet added
Jo has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jo (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Jo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jo (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Jo has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jo has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Jo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jo has not yet added their fees to their profile
Fees not yet added
Jo has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jo (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Jo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jo (based on 7 first impressions)
Jo is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Jo has worked in the financial services industry for over 20 years, helping clients make the most of their money, creating and protecting their wealth. She is passionate about what she does and wants to help make a real difference in people’s lives and make things easy to understand. Jo works closely with clients to help them achieve their financial goals and maintain long term relationships, whilst guiding them through their different life stages. Outside of work, Jo enjoys spending time with her husband and daughter as well as learning different creative crafts and interior design.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jo's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.