Jo Burgoine
Client Services Training & Development Manager
Professionally
Jo has worked in IFA practice for over 25 years in various administrative roles, starting as an office junior and working her way up to be a Client Services Training & Development Manager.
- CIB Level 3 Certificate for Financial Advisers – Introduction to Financial Services & Products
- CII FA7 Financial Services & Products
- CMI Level 3 Principles of Management and Leadership
Personally
People would describe Jo as honest, reliable, sensible, hard-working, conscientious, and non-judgemental.
Contact us
Get in touch today to discover how we may be able to assist you.
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