Chartered Financial Planner
Jo joined SDB Strategic Planners Limited in 1994 and was appointed to the Board as the Director of Financial Planning and Investment Services in March 2000. SDB Strategic Planners Limited joined Courtiers in March 2020 for the long-term benefits of its highly valued clients and team.
Background / Experience
Jo has a wealth of knowledge and experience gained from over 30 years in personal and corporate financial services, specialising in advising clients on all aspects of the creation and preservation of wealth. In 2007, Jo was the first woman in Staffordshire to become a Certified Financial PlannerTM and she achieved Chartered Financial Planner status in 2013. In 2015 she attained Chartered Wealth Manager status with the Chartered Institute for Securities & Investment (CISI) and was awarded Chartered Fellow by the CISI in 2019.
Jo has a degree in Sport and Recreational Studies and is a fitness enthusiast. She trains at the gym every morning before work (which includes a weekly boxing session) and most weekends will see her out with her ‘other half’ on their mountain bikes. Jo also has a keen and active interest in nature and wildlife conservation.