0330 038 8942
Based in Oakham
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FCA Regulated
Last checked: 13 March 2025
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Verified reviews: 100%
Jo has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 24 October 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Last checked: 13 March 2025
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Verified reviews: 100%
Jo has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 24 October 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
Jo has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Jo has not yet added their fees to their profile
Chartered Financial Planner at Calver Wealth Management since 2012. Voted Highly Commended Financial Adviser of the year - Midlands and East Anglia at the Women in Finance Awards 2019. Listed in The Times in 'The 2022 and 2023 Guide to Top Rated Financial Advisers' by Vouchedfor. Finalists for Service Excellence at the Cambridge Business Awards 2023 Specialist in helping Private Individuals, Business Owners and Sports Professionals with their Financial Planning. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 21/11/2023
£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).
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