Jodie joined the Financial Services team in May 2017. She has worked in the financial services industry since 2014, and is currently studying towards her Diploma in Financial Planning in order to become a qualified Independent Financial Adviser.
As a Paraplanner, Jodie works closely with our team of advisers and our planning assistants to support the day-to-day running of the Financial Services department, ensuring clients receive a first class service from the team. She prepares all administration relating to investments, pensions and protection, assists with client queries and liaises with other financial providers as needed.
Jodie lives in Carlisle with her boyfriend and Springer Spaniel. Outside of work, she enjoys walking in the lakes and snowboarding or skiing when she gets the opportunity to take a holiday.