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 primary role was to support a group of local business relationship managers by arranging client meetings, liaising with solicitors and the bank’s underwriters on property purchases, and being a consistent point of contact for clients with banking queries.
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 here varies; however, my main duties include contacting providers for policy information, engaging in the client review process (initial contact, formatting review files, and finalising the recommendation), producing management information (MI) and preparing invoices.
NVQ – Customer Services Level 3
Chartered Banker – Professional Banker Certificate.
Qualifications
Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under reference 945057.
Registered office – Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW
The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate trust and taxation advice as well as some forms of estate planning. You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.
If you wish to register a complaint, please write to Stonegate Wealth Management, Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW or telephone 01785 876222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567
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