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Jo Rees, Msc, Fpfs profile image

Jo Rees, Msc, Fpfs

Associate Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Evelyn Partners</span>
Intro Book
Jo Rees, a seasoned financial expert with MSc and FPFS qualifications, brings 4+ years of experience in pensions, wealth management, and strategic financial planning to her roles at Evelyn Partners and LEBC Group.
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Location
Chepstow, Wales, United Kingdom, GB
Skills
  • Pensions
  • Financial Services
  • Wealth Management
  • Strategic Financial Planning
  • Financial Planning
  • Show all
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Bio

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Jo Rees, MSc, Fpfs, is a seasoned financial expert with a proven track record of delivering strategic financial planning and wealth management solutions. As an Associate Director at Evelyn Partners, she has led teams and advised clients on pension and retirement benefits, leveraging her expertise in financial planning, investments, and business development. Her experience spans over 15 years, with a strong academic foundation in Financial Planning and Business Management from The Manchester Metropolitan University.

Experience

  • Evelyn Partners
    • Cardiff, United Kingdom
    • Associate Director
      • Dec 2019 - Present
      • Cardiff, United Kingdom

      Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £25 billion of their assets. We offer a range of services including financial planning,...

  • LEBC Group
    • Bristol, United Kingdom
    • Team Manager
      • Oct 2018 - Dec 2019
      • Bristol, United Kingdom

      Project based work advising DB members on their retirement benefits, both preserved and in payment. Additional responsibilities included Project Manager; pitching and running projects, Pension Transfer Specialist; providing assistance / training to colleagues as well as file checking and managing...

  • Aspira Corporate Solutions Limited
    • Bristol, United Kingdom
    • Employee Engagement Manager
      • Mar 2013 - Oct 2018
      • Bristol, United Kingdom

      Responsible for a team of advisers delivering workplace advice to Corporate clients. This involved liaising with Corporate Advisers and onsite HR, organising schedules and diaries, presenting to groups of employees as well as providing advice both on site and over the phone.

  • JB Financial Consultanc
    • Chepstow, Wales
    • Managing Director
      • Dec 2010 - Jun 2014
      • Chepstow, Wales

      Bespoke paraplanning; research & analysis, preparing and proof-reading suitability letters and marketingCII exam training & tuition

  • Friends Provident
    • Senior Telephone Account Manager
      • Nov 2009 - Nov 2010
  • Standard Life
    • Office Based Broker Consultant
      • Jun 2001 - Oct 2009

      To achieve target APE across the required product range through developing relationships from a panel of IFAs.

  • Legal & General
    • Mortgage Advisor
      • Jan 1999 - Jun 2001
  • Darlows Estate Agents
    • Mortgage advisor
      • 1997 - 1999

Education

  • 2019 - 2020
    The Manchester Metropolitan University
  • 1993 - 1996
    University of West of England

Suggested Services

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Industry Focus. “Financial Services”

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