Meet Jo
Jo began her career in 2000 working for Santander where she gained her mortgage qualifications. She joined Thesis in 2008 as a Portfolio Manager’s Assistant and has been with the company as it was taken over by Sanlam and subsequently became atomos.
Jo’s focus is very much to deliver investment services directly to private clients, charities and trusts, working closely with the portfolio managers and financial planners to ensure that our clients receive the best service possible and meet their financial goals. Jo is now an Assistant Portfolio Manager and is passionate about the client experience and works hard to ensure that our clients are well looked after. Jo is currently studying towards her Investment Management Certificate.
Lydia Macdonald (Head of the Brighton office) has been my investment manager for well over 20 years. She gives me complete peace of mind and takes away the worry of managing my own finances. She is always on hand to offer sound advice and reassurance whenever you need it. And that’s a very good feeling!
A client
Brighton
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.
