Meet Jo
Jo began her career in 2000 working for Santander where she gained her mortgage qualifications. She joined Thesis in 2008 as a Portfolio Manager’s Assistant and has been with the company as it was taken over by Sanlam and subsequently became atomos.
Jo’s focus is very much to deliver investment services directly to private clients, charities and trusts, working closely with the portfolio managers and financial planners to ensure that our clients receive the best service possible and meet their financial goals. Jo is now an Assistant Portfolio Manager and is passionate about the client experience and works hard to ensure that our clients are well looked after. Jo is currently studying towards her Investment Management Certificate.
Jo, Lydia and Paul are always happy to meet face to face, discuss queries over the phone, or email, all of which are dealt with promptly and efficiently. And when I was trying to deal with the administrative tax of my Mum’s estate, with respect to her investments, they produced all the reports I needed for both tax years and offered to talk this through with my accountant if needed. They are a very professional and knowledgeable team and always make sure I understand what they are proposing, before I proceed. I trust their advice implicitly and without them I am sure I would still be floundering.
Client feedback
Brighton
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