Jo has over 36 years’ experience working within the financial services industry.

She has been managing the Oculus new business team for 5 years. Her duties involve monitoring the accurate processing of all aspects of new business, including dealing and tracking investments. Prior to this, her career spans over 30 years as a team manager and PA within the wealth management sector.

Outside of work Jo enjoys long walks with her dog, Missy, and socialising with family and friends. She is also partial to holidaying in sunnier climes, when time allows!