Jo Elwell

Jo Elwell Email and Phone Number

Director at Contractor Financial @ Contractor Financial
Jo Elwell's Location
Coventry, England, United Kingdom, United Kingdom
Jo Elwell's Contact Details

Jo Elwell work email

Jo Elwell personal email

n/a
About Jo Elwell

With over two decades of experience in the financial services industry, I've dedicated my career to supporting contractors and self-employed individuals in achieving their financial goals. As the Co-Founder of Contractor Financial, I'm passionate about ensuring that contractors have access to the financial solutions they need without facing discrimination due to the structure of their pay.Throughout my career, I've witnessed first-hand the unique challenges and complexities that contractors encounter when navigating the financial landscape. From securing mortgages and employee benefits to planning for retirement and protecting assets, I understand the intricacies involved in managing finances as a contractor.I take a personalised approach to financial advice, tailoring services to meet the specific needs of each client. Whether they're a seasoned contractor looking to optimise their financial strategy or just starting out on a new contracting journey, I have created a team committed to providing expert guidance and support every step of the way.I invite you to connect with me. Let's explore how Contractor Financial can empower you or your clients to thrive financially in the contractor industry.Specialties: Financial Services Advice, Sales Management, Compliance, Developing others, Coaching Support, Training.

Jo Elwell's Current Company Details
Contractor Financial

Contractor Financial

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Director at Contractor Financial
Jo Elwell Work Experience Details
  • Contractor Financial
    Director
    Contractor Financial Apr 2024 - Present
  • Brookson Group
    Director Of Financial Services
    Brookson Group May 2022 - Apr 2024
  • Brookson Group
    Financial Services Manager
    Brookson Group Sep 2017 - Apr 2024
    Coventry, United Kingdom
    I am based in Coventry and manage the Mortgage Advisory teams who specialise in helping contractors secure mortgages.Brookson Financial can arrange mortgages for people from all walks of life but our expertise really comes to the fore when talking to customers who find it difficult to fit the lenders standard criteria – this includes Contractors, Interims, Partners, Directors and other Self-Employed individuals.We are aware of the difficulties faced when dealing directly with financial institutions and we specialise in helping flexible workers to be able to obtain mortgages at the time they need them. We have built up relationships with many Banks and Building Societies who now appreciate the unique employment status of our customers. We’ve already helped hundreds of flexible workers access better mortgages and we’d be delighted to help you find the right deal.
  • Brookson Group
    Head Of Financial Services
    Brookson Group Aug 2019 - Jun 2022
    Coventry, United Kingdom
    I have a fantastic team working alongside me at Brookson Financial and we all share the same passion to deliver excellent customer service and are prepared to go the extra mile. We have a specialist team of Financial Advisers that prides itself in understanding the needs of freelance specialists. The range of services and solutions we offer are specifically for the varying working styles of sole traders, contractors, umbrella company workers and self-employed individuals. Corporate retirement planning is our most popular service as we can combine tax efficiency with true wealth management.We can arrange mortgages for people from all walks of life but our expertise really comes to the fore when talking to customers who find it difficult to fit the lenders' standard criteria – this includes Contractors, Interims, Partners, Directors and other Self-Employed individuals.Contractors and self-employed individuals do not enjoy the benefits associated with traditional employment such as death in service; benefit sick pay and private medical insurance. Searching for the right policy can be daunting so our experienced team will research the market and provide advice for the best solution.
  • 1St Financial Consultants Ltd
    Financial Services Manager
    1St Financial Consultants Ltd Jan 2015 - Sep 2017
    1st Financial Consultants Limited offers a wide range of high quality wealth management services to businesses and individuals. 1st Financial advise over 2,000 clients who have collectively invested £120 million in the markets, it is therefore well established as one of the UK’s leading Independent financial service providers.1st Financial Consultants Limited brings together some of the most experienced, able and highly-regarded professionals working in financial services today, with over 50 years’ experience in the industry.1st Financial Consultants Limited are Independent Financial Advisers and not owned, affiliated with or tied to any financial services product provider. This enables the team to provide you with fully independent and whole of market, unbiased financial advice.
  • 1St Option
    Mortgage Consultant
    1St Option Oct 2011 - Jul 2014
    Coventry, United Kingdom
    1st Option Financial Consultants Limited provides a mortgage advisory service available to 1st Option clients and colleagues. We can arrange mortgages for people from all walks of life but our expertise really comes to the fore when talking to clients who find it difficult to fit the lenders standard criteria (Contractors, Partners, Directors, the Self-Employed, etc). We search the whole of market to advise and recommend the most suitable mortgage and related protection products.
  • Coventry Building Society
    Sales Manager
    Coventry Building Society Aug 1996 - Aug 2011
    Coventry, United Kingdom
    Direct sales management of Protection advisors and Mortgage advisors. Responsible for compliance monitoring, call centre management and motivating mangement teams of other business areas for lead generation.

Jo Elwell Skills

Mortgage Lending Sales Management Residential Mortgages Loans Relationship Management Sales Customer Service New Business Development Life Insurance Insurance Coaching Income Protection Financial Planning Account Management Financial Risk Mortgage Banking Risk Management Protection Funding Refinance Strategic Financial Planning Long Term Customer Relationships Training Sales Motivation Direct Client Interaction Insurance Planning Certified Mortgage Planning Savings Compliance Finance Business Relationship Management Business Development

Jo Elwell Education Details

  • Caludon Castle
    Caludon Castle
    Business And Finance

Frequently Asked Questions about Jo Elwell

What company does Jo Elwell work for?

Jo Elwell works for Contractor Financial

What is Jo Elwell's role at the current company?

Jo Elwell's current role is Director at Contractor Financial.

What is Jo Elwell's email address?

Jo Elwell's email address is j.****@****n.co.uk

What schools did Jo Elwell attend?

Jo Elwell attended Caludon Castle.

What are some of Jo Elwell's interests?

Jo Elwell has interest in Football, Dancing, Cricket.

What skills is Jo Elwell known for?

Jo Elwell has skills like Mortgage Lending, Sales Management, Residential Mortgages, Loans, Relationship Management, Sales, Customer Service, New Business Development, Life Insurance, Insurance, Coaching, Income Protection.

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