Jo Burgoine

Client Services Training & Development Manager

Professionally

Jo has worked in IFA practice for 24 years in various administrative roles, starting as an office junior and working her way up to be a Client Services Training & Development Manager.

                                                 

 

qualifications

  • CIB Level 3 Certificate for Financial Advisers – Introduction to Financial Services & Products
  • CII FA7 Financial Services & Products

Personally

People would describe Jo as honest, reliable, sensible, hard-working, conscientious, and non-judgemental.

London regional office & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.