Jo Penly

FPFS, Fellow, Certified & Chartered Financial Planner

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Profile

I have worked in financial planning since 1999, becoming a financial planner in 2012.

I joined Investment Solutions in 2018.

As well as being a Chartered Financial Planner and Fellow of the Personal Finance Society, I also hold the internationally recognised Certified Financial PlannerTM qualification.

I work with clients both at the initial stage, and on an ongoing basis, developing financial plans to meet a range of goals. I work across all areas of financial planning with specialisms in wealth preservation, planning for retirement, managing the transition in retirement and inheritance tax mitigation.

I also provide compliance support to the directors.

Outside of work I enjoy spending time with her friends and family, travelling and keeping fit.

Qualifications
Testimonials