Jo at work

I started my career as a cashier in a local RBS branch 17 years ago. I later became chief cashier and was responsible for the day-to-day running of the branch.

In 2009, I became a Business Adviser with NatWest. My main role was to support a group of local Business Relationship Managers. I supported them in many ways, whether it was arranging their client meetings, liaising with solicitors and the banks’ underwriters on a property purchase or simply being at the end of the phone if a client had a banking query.

I was made redundant from NatWest in May 2017 and my little boy was born a month later. I then spent a wonderful 13 months on maternity leave before embarking on my Stonegate career in July 2018!

My day-to-day role varies, however my main duties include contacting providers for policy information, being part of the client review process (initial contact, formatting review files, finalising the recommendation), producing management information and preparing invoices.


What do you enjoy most about your job?

I love being part of a team that genuinely care about their clients. To know that I make an impact on a client’s lifestyle and their plans for the future gives me a real sense of satisfaction.

Get to know Jo

What is your ideal weekend?

My ideal weekend would include spending some quality time with my husband and 2 children, going out for a nice meal, and perhaps finishing the day off with a good series on Netflix and a glass of Rose.

Do you support any teams?

I can’t say that I really follow any sport, but I spent many cold and windy nights at the Victoria Ground when I was younger watching (or more to the point – being made to watch!) Stoke City.

What’s your favourite part of the world?

It has to be Singapore. The shopping, the food, the skyline, the cleanliness – there are so many reasons why I would love to go back!

What one thing can instantly make your day better?

I think the weather can really improve your mood. Checking the weather forecast and seeing its going to be nice and sunny would make my day!

What’s at the top of your bucket list?

I would love to visit the swimming pigs in the Bahamas!

What’s the best advice you’ve ever received?

Treat others the way you want to be treated.