Qualifications
About Jo
Jo has worked in leadership and management for most of her career, working in the manufacturing, education, training and development sectors prior to financial services. She has been with Robertson Baxter for 7 years and is responsible for leading and managing our people and ensuring that all areas of the business run smoothly. Jo is passionate about developing people, customer service and driving continuous improvement, all key areas which support our ambitious future plans for growth.
Her passions outside of work are dance, learning languages, reading and being outdoors. Â Jo is a proud mum to 2 daughters and enjoys spending her free time with her family.
Jo was delighted to win Director of the Year in the Yorkshire Financial Awards 2024 & be shortlisted as a Finalist for Team Leader of the Year (Small Firms) Professional Adviser Women in Financial Advice Awards 2024 & 2022.
What others say about Robertson Baxter
In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .
88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.
96% of clients would recommend us to their family and friends
Jo in the spotlight
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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