0330 038 8939
Based in Droitwich
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: October, 2019
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jo's status
Last checked: 25 April 2025
Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jo's status
9
Recent Client Reviews
Jo has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jo has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Jo can advise across a wide range of mortgage products in the market. It is important to ask if Jo checks lenders’ direct-only deals.
Last checked: 20 November 2024
Jo can advise across a wide range of mortgage products in the market. It is important to ask if Jo checks lenders’ direct-only deals.
3
Qualifications Uploaded
Jo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jo's status
Last checked: 25 April 2025
Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jo's status
9
Recent Client Reviews
Jo has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jo has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Jo can advise across a wide range of mortgage products in the market. It is important to ask if Jo checks lenders’ direct-only deals.
Last checked: 20 November 2024
Jo can advise across a wide range of mortgage products in the market. It is important to ask if Jo checks lenders’ direct-only deals.
3
Qualifications Uploaded
Jo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
Hi, I'm Jo, a fully qualified Mortgage & Protection Adviser. I formed my company, Whiteoak Mortgages Ltd with my husband Steve, also a Mortgage & Protection Adviser. I'm passionate about providing clear, quality advice that's right for my client. So whether you want mortgage advice, Life Insurance advice, Buildings & Contents Insurance advice, or all three, I'd be delighted to help. I look forward to meeting with you. Jo
Offers available through VouchedFor
Contact Jo through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Whiteoak Mortgages is the trading name of Brook Financial Services Limited Limited which is an appointed representative of Mortgage Advice Bureau and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority. Brook Financial Services Limited. The registered office: The Old Courthouse, 60a London Road, Grantham, NG31 6HR. Registered in England No: 09668913.