Jo Rees work email
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Jo Rees personal email
Jo Rees is a Retired at Retired. She possess expertise in pensions, financial services, wealth management, strategic financial planning, financial planning and 18 more skills.
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RetiredRetired Jun 2024 - Present
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Associate DirectorEvelyn Partners Dec 2019 - Jun 2024Cardiff, United KingdomTilney is a leading investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £25 billion of their assets. We offer a range of services including financial planning, investment management and advice. We have around 1.200 staff in offices around the UK.A merger of Tilney and Smith & Williamson due in 2020 will create a market-leading, integrated UK wealth management and professional services group with over £45 billion of assets under management. -
Team ManagerLebc Group Oct 2018 - Dec 2019Bristol, United KingdomProject based work advising DB members on their retirement benefits, both preserved and in payment. Additional responsibilities included Project Manager; pitching and running projects, Pension Transfer Specialist; providing assistance / training to colleagues as well as file checking and managing a team of advisers. -
Employee Engagement ManagerAspira Corporate Solutions Limited Mar 2013 - Oct 2018Bristol, United KingdomResponsible for a team of advisers delivering workplace advice to Corporate clients. This involved liaising with Corporate Advisers and onsite HR, organising schedules and diaries, presenting to groups of employees as well as providing advice both on site and over the phone. -
Managing DirectorJb Financial Consultanc Dec 2010 - Jun 2014Chepstow, WalesBespoke paraplanning; research & analysis, preparing and proof-reading suitability letters and marketingCII exam training & tuition -
Senior Telephone Account ManagerFriends Provident Nov 2009 - Nov 2010 -
Office Based Broker ConsultantStandard Life Jun 2001 - Oct 2009To achieve target APE across the required product range through developing relationships from a panel of IFAs. -
Mortgage AdvisorLegal & General Jan 1999 - Jun 2001 -
Mortgage AdvisorDarlows Estate Agents 1997 - 1999
Jo Rees Skills
Jo Rees Education Details
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Financial Planning And Business Management -
University Of West Of EnglandFinancial Services
Frequently Asked Questions about Jo Rees
What company does Jo Rees work for?
Jo Rees works for Retired
What is Jo Rees's role at the current company?
Jo Rees's current role is Retired.
What is Jo Rees's email address?
Jo Rees's email address is jo****@****e.co.uk
What schools did Jo Rees attend?
Jo Rees attended The Manchester Metropolitan University, University Of West Of England.
What skills is Jo Rees known for?
Jo Rees has skills like Pensions, Financial Services, Wealth Management, Strategic Financial Planning, Financial Planning, Marketing, Investments, Business Development, Retirement Planning, Insurance, Business Strategy, Inheritance Tax Planning.
Who are Jo Rees's colleagues?
Jo Rees's colleagues are Janice Walters, Karen (Dingledine) Hriso, Josephine Sierra, Juan Mercado, Mary St. John, Aif®, John Ehrhardt, Lynne Hooper.
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