Jo has worked in Financial Services for over 20 years. The majority of her early career was in risk management, where ultimately she was Head of Operational Risk and Insurance at Schroders plc, a FTSE 100 global asset management company.
In 2012, Jo decided to change careers and was determined to make the most of all of her skills and experience to support individuals and small businesses with their financial planning needs. Jo continually strives to provide the highest quality holistic wealth management advice by:
- Understanding her clients, their unique and ever-changing situations, goals and priorities.
- Providing specific, practical advice on tax efficient and effective financial planning.
- Delivering superior client service though regular reviews and communication and by providing a source of support and advice whenever required.
Jo is committed to ensuring that her industry knowledge remains relevant and places a strong emphasis on continued professional development. As well as being qualified as a Chartered Financial Planner, Jo is a Fellow of the Institute of Chartered Accountants in England and Wales and a Chartered Financial Analyst (CFA). She is currently working towards fellowship of the Personal Finance Society.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. The increasingly complex and continually changing financial environment makes this even more difficult, but also provides opportunities to take advantage of developments in legislation and tax law. Regular review of your financial goals is crucial as your circumstances change, such as starting a family, changing jobs, setting up your own business or if you receive an inheritance. However, the demands of hectic daily lives and working in high pressure environments can leave you with little or no time to devote to financial planning.
As a Consultant of AFL Financial Strategies Ltd, Jo’s sole focus is to provide you with long term professional support and advice from someone you can trust to navigate these challenges and help you achieve your goals.
If you are interested in meeting Jo for an initial, no obligation chat, please do not hesitate to contact her.
Contact Jo Powis
Tel: 07763 133528