Joanne Vaughan
Director of People and Operations
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 the business runs smoothly on a daily basis. 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. Jo is a proud mum to 2 daughters and enjoys spending her free time with her family.
Jo has been shortlisted as a finalist for Team Leader of the Year in the Professional Adviser Women in Financial Advice Awards 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