I am ready to take your call!
Hi, I’m Jo, an Independent Financial Adviser on a mission to bring a personal, honest approach to financial planning.
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.
People often think financial advice is only for the ultra-wealthy, but that could not be further from the truth. 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 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 (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.
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. Our first meeting will be for me to understand your current position, aims and objectives, as well as gathering personal data and using this I can provide a tailored recommendation to help you meet your goals.
But don’t just take my word for it. I was recently awarded the gold award in the SME business awards 2026 for Fenland Business of the Year and I’ve also had the privilege to win the Silver award in the SME Cambs 2025 awards for business woman of the year and Gold in the Prestige Financial Advisory Services Awards 2025/26.
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!
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances
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
© Copyright 2026 | Privacy Policy
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.
Tax treatment is based on individual's unique circumstances
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk