Jo Welman
Chartered Financial Planner
London office
What attracted you to a career in wealth management?
My journey into wealth management started with a strong educational background and a genuine passion for helping individuals secure their financial futures. After earning a Bachelor of Laws from the University of London, I pursued advanced qualifications in financial planning, including an Advanced Diploma and a Postgraduate Diploma in Financial Planning. This academic foundation, coupled with hands-on experience, led me to a career in wealth management. I gained extensive expertise in various financial areas, including pensions, taxation, estate planning, and investments.
How do you approach your role on a daily basis?
My primary focus is to provide personalised, client-centred service. I work closely with individuals to understand their unique financial goals and craft tailored plans that align with their aspirations. My role involves comprehensive financial planning, ensuring my clients have a clear path to reach their objectives. Open and honest communication, along with ongoing reviews, are the cornerstones of my client relationships. I thrive in a client-facing role because it allows me to make a meaningful impact on their financial well-being.
What are your interests outside of work?
Beyond my professional commitments, I have a diverse set of interests. I find solace in spending time with horses and enjoy watching sports, with a particular passion for rugby and tennis. Being in the great outdoors and connecting with nature is a source of rejuvenation for me.