9 to 5

Say a big “hi” to Jo, one of our paraplanners! Her role at Navigatus is to research solutions to meet financial planning objectives and prepare reports for the adviser to present to their clients.

Jo started her career in pensions at Friends Provident, originally working in individual pensions before moving to group schemes and defined benefit pensions. Following her time there, she worked as a compliance supervisor and pension transfer specialist at the Lighthouse network. Upon leaving there in 2005, she was a paraplanner for a small IFA before joining us in 2019.

Clocking off

Away from the office, Jo enjoys watching sport, rugby in particular and has enjoyed the success of the Exeter Chiefs Women’s team.

Jo has three children who have many interests themselves, so she spends a lot of time ferrying them about!

More team members

Come and meet our crew