Jo Rowe

Wealth Management Consultant at Optasia Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English -
Skills

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Bio

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Experience

  • Optasia Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Consultant
      • Jan 2019 - Present

      Providing regulated advice on pensions and investments. Part of Openwork.

    • Mortgage & Protection Adviser
      • Jun 2015 - Present

      My responsibilities include finding the right mortgage deal that suits the needs of my clients; the best possible solution to make sure that the clients income, liabilities, lifestyle and dependants are all protected should the worst happen.

Education

  • Keele University
    Bachelor of Science (B.Sc.), Geology with Biology
    2001 - 2004
  • Farnborough Road
  • Range High School

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