Jo Connolly

Jo spends her days on a myriad of tasks revolving around managing financial advisers’ compliance issues. Providing advice, training and guidance as well as client file reviews.

Jo has been in a compliance role for over 25 years and is regularly updating her knowledge with courses, conferences and webinars. Jo is passionate about helping others and runs a regular ‘best practice’ working group for compliance consultants.

Jo holds the CII Diploma in Regulated Financial Planning, she is a Pension Transfer Specialist and also holds the CII’s Level 6 Certificate in Senior Management and Supervision.

As well as managing her own business, Jo manages her home – including 2 teenagers and a dog – it’s no mean feat!

She’s a self-help guru who loves to read – but during term time the reading includes the accounts of a large Multi-Academy Schools Trust, in her role as a Trustee.

Getting outside, gardening, exploring and dog walking are number one pastimes, and keeping fit with hot yoga provides a real boost.