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10 Willow Way, Wisbech, PE13 2SY
We needed some pension assistance and we were so lucky we found Jo she has made the whole experience a so much simpler process, Pension companies use terms we don't understand and Jo explained it all simply for us. we would highly recommend and will keep using Jo for our financial needs from now on. Thanks Jo.
by John
Recently retired and looking for advice on investments and pension providers, Jo was reccomended to us by our accountant. She has provided a comprehensive assessment of our current situation and future plans, providing a full and easily understood set of investment plans. She has handled all of the transfers and communications with existing providers with persistence and diligence, always keeping us informed of progress. Her response to questions has always been very prompt and the answers are always comprehensive and easily understood. It has been a delight working with Joanne and we would highly reccomend her to anyone looking for wealth and pensions advice.
by John A
I have used Jo’s services for a number of years now and have always found her to be very friendly, approachable and helpful with a wide variety of financial assistance available. She is very responsive to any questions asked and has a very personal touch with the service she offers. I wouldn’t hesitate to recommend her.
by Philippa
Jo was very helpfull with our situation and put our minds at ease, hopefully a good outcome, I would highly recommend using Jo for your financial needs, Thank you Jo!
by Shaun
Brilliant service, Jo took a lot of time (and patience) to properly understand our circumstances and took all the agreed steps very quickly and efficiently.
by Neil
We are so pleased to have found Jo, as we are spanish residents dealing with my daugthers statement in England. Jo has been smart and empathic profesional who listen carefuly complex situations in order to give us the best advice. She have sent to us a very detail inform, and explain the product quite clear. Replys quickly and is very patient.
by Mariana
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Jo Kurz (FCA No. JXK18333) is an adviser with Julian Harris Adviser Network Limited (FCA No. 304155) which is authorised and regulated by the Financial Conduct Authority.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at customers in the UK.
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