Hello

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My name is Jo Kurz and I’m a qualified financial adviser based in Cambridgeshire. With nearly a decade of experience in the industry under my belt, my passion lies in helping people—for me, there’s nothing more rewarding than aligning clients with their financial goals and helping them on their journey to success.

 

I specialise in a comprehensive range of services, including pension and investment advice, tax planning, long-term care planning, and protection strategies.

 

Whether you’re an individual navigating the complexities of your finances or a business looking to solidify your financial future, I’ve got you covered. My approach is thoughtful and tailored; I believe that the key to effective financial planning is understanding your unique situation and aspirations.

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I pride myself on working closely with each of my clients. Together, we’ll take the time to assess your current financial position, evaluate your needs, and develop a personalised plan that puts you on the path toward achieving your goals. Whether it’s securing your future through sound investments or ensuring your loved ones are safeguarded, I’m here to guide you every step of the way.

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I look forward to getting to know you better and helping you on your financial journey. Let’s turn your goals into reality!

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Qualifications

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(R01) Financial services, regulation and ethic

(R02) Investment principles and risk

(R03) Personal taxation

(R04) Pensions and retirement planning

(R05) Financial protection

(R06) Financial planning practice

(J05) Pension income options

(ER1) Equity release

(CF8) Long term care insurance

(AF8) Retirement income planning

(AF6) Senior management and supervision

(AF5) Financial planning process

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