Jo joined Evans and Partners in 2008 as an associate adviser, assisting advisers in the daily management and administration of client portfolios.
Throughout her time with the firm Jo has developed and maintained close relationships with clients and currently works in a team with Ian Glass, Cameron Malingbrough and Katrina Tull. She is RG146 accredited and assists with the training and development of new staff members undertaking the associate role in the Private Wealth Management team.
She started her career in the financial services industry with JB Were & Son where she worked across various departments, including settlements, cash transactions, audit, corporate actions and general operations administrations. Over several years Jo then progressed to the Private Wealth Management team, assisting a small team of advisers.