Jo Jackson sits at the helm of Brewin Dolphin’s Financial Planning Team in Newcastle.
As one of the UK’s leading wealth management firms, Jo is a vital part of an expert team, whose primary focus is to help many of the North East’s successful business people and individuals to protect and grow their hard-earned wealth.
Many of Brewin Dolphin’s clients across the region already rely on their wealth management service, which combines the firm’s investment management and financial planning expertise, all under one roof.
Forget the old-fashioned stereotype of a financial advisor. Guided by award-winning know-how, Jo and her team work alongside Brewin Dolphin’s investment managers to find the right solutions to help people make the most of their money – both for now, and for the long-term.
They can help tackle everything from retirement planning, to investments, protecting family income, estate and succession planning to tax planning and reliefs, putting in place a tailored plan, which can give people the confidence that their money is in the right hands.
Jo said: “Whatever your situation and whatever needs you may have, it’s likely that we have helped people similar to you before. We aim to simplify your finances, and help your money to work harder, while you focus on the things that matter to you.
“Many of us could do with a hand in that respect. In an increasingly fast-paced world, it’s easy to forget your finances when they’re sitting at the bottom of a long ‘to-do’ list. Exploring the ins and outs of your personal finances can be time-consuming and complex, which is why so many successful people in the region turn to us for help.
“In our profession, one of the best things we can do is to give people greater peace of mind, so that they can just get on with the important day-to-day things, like running a business, bringing up their kids, or just enjoying their retirement.
“So, why wouldn’t you seek professional advice, if you knew it could save you precious time and money in the long-run?
“Brewin Dolphin can help with this and you can be confident that a professional is looking after your finances with as much dedication as you look after your business, or your home.”