Jo has recently moved to Cave & Sons from another local firm and we could not be more thrilled to welcome her to the team.
Jo has spent 30 years working in the financial services industry, and can offer expert advice on all aspects of financial planning, including protection, pensions, investments and tax matters for both private and corporate clients as well as providing long term income sustainability advice for the at retirement phase. Jo holds the Diploma in Financial Advice and the Pension Transfer Specialist qualification and is a member of the London Institute of Banking & Finance.
As demand for our comprehensive wealth management services continues to grow, Jo’s arrival will help us service enquiries from both new and existing clients. In uncertain times, such as those we all find ourselves in currently, the importance of informed, impartial financial advice cannot be understated. Jo’s arrival and wealth of experience adds further depth to Cave & Sons’ highly regarded advice team.