Jo Rogers Profile
Jo is the Office Manager and oversees the day to day operations of the firm. She has over 20 years experience in financial services working in both banking and insurance sectors. Jo’s early career was as a Branch Manager for a Building Society where she was a qualified adviser on Mortgages, Insurance and Pensions. She has also been Branch Office Manager for two national insurance companies.
Jo has obtained the Full Financial Planning Certificate (FPC) together with a Diploma in Management Studies (DMS).
Jo has lived in several parts of the UK before settling in Shropshire 10 years ago. Her hobbies include films, quizzes and socialising with family and friends.