Jodie Colledge

Jodie brings over 25 years of experience in financial services, with a career spanning a variety of roles across independent financial advice businesses. Before moving into her current position as Head of TARS, Jodie worked as a Technical Paraplanner, Financial Adviser and Financial Planning Administrator, giving her a broad understanding of the many different aspects of an IFA business.

Jodie enjoys seeing the real difference that a clear and effective financial plan can make to a client’s life. In particular, she enjoys seeing clients achieve their goals and make the most of opportunities such as enjoying an early retirement.

Jodie is attracted to Craven Street Wealth by the firm’s ambition and aspirations, which she feels create opportunities for everyone to grow and develop personally and professionally. She particularly enjoys supporting her team and helping them achieve their own goals.

With experience across a wide range of roles within IFA businesses, Jodie brings a valuable perspective to her role. Her understanding of the needs of both the team and the wider business enables her to identify how best to support colleagues and help the business achieve its targets.