In this live webinar event, we will be tackling some key financial questions and life events, such as:
Jo works hard to build trusted relationships with her clients and helps them to achieve financial security by providing a holistic and all-encompassing financial planning strategy. By sharing her wealth management and financial planning expertise, Jo focuses on offering guidance to her clients to provide them with support, optimism, and a more secure future.
Jo’s strategies are designed to ensure clients have peace of mind that their affairs are being proactively managed and restructured where appropriate, taking into account regulation, legislation, the economic environment and their circumstances.
Vas is a dedicated and results-driven Mortgage & Protection Consultant with a successful background in on exceeding client’s expectations through world class service.
Vas has a background in financial services, for the last 14 years including banking management, trading & investment education, in addition to Mortgage and protection advice.”