Welcome to Jo Kurz IFA. Thanks for stopping by…
Hi, I’m Jo, an Independent Financial Adviser on a mission to bring a personal, honest approach to financial planning. I was recently awarded Silver in the SME Cambridgeshire Business Awards 2025 for Business Woman of the Year, and I also won Gold in the Prestige Financial Advisory Services Awards 2025/26.
Because your money is personal, and your advice should be too!
I work with individuals and families across all life stages, from those just starting out in their careers to those buying their first home. Some of my clients are considering retirement or wondering how to pass on their legacy in a tax-efficient manner. Others want help with pensions, investments, protection planning, tax strategies, and long-term care. The list is endless, and it is never a one-size-fits-all approach. But that’s great, as I love variety. I’m also proud to collaborate with trusted local accountants and solicitors, so if something falls outside my remit, I can always connect you with someone who can help — and I promise it will be someone I know and trust.
Above all, I want to be accessible
People often think financial advice is only for the ultra-wealthy, but that could not be further from the truth. In fact, I hate that myth. One of the things I love most is showing clients what is possible with simple planning. I am here to make the process clear and achievable, and my track record is pretty good so far. I don’t believe in one-meeting-a-year models or charging clients to ask a follow-up question. Life doesn’t happen on a schedule (remember I am a parent myself), so I make sure I am available to talk things through, even if you just need a sounding board. Some conversations are easy, and some are tough, but they will always be honest, respectful, and focused on what is right for you and your family. I give you my word.
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Come and say hi!
But why did I start my business? Honestly, I had had enough of the stereotype: grey suits and ruthless motives just aren’t me. What I do should not be about selling; it should be about helping, and I don’t want financial planning to be a stressful experience for anyone. In fact, I keep things personal because I don’t want my clients to feel like just another number. I want them to feel heard, understood, and genuinely supported.
If you are feeling totally overwhelmed by your finances or have a plan but need a little expert guidance, I am here to help. My approach is personal and always tailored to you. No jargon. No pressure. I genuinely care about helping you get your finances on track.
Take a look around my website and please get in touch when you are ready to get started…
