Nottingham
Jo joined Perspective in January 2026 following the acquisition of Cockburn Lucas IFC Ltd, bringing decades of experience and a client-focused approach to financial planning. Her career began in banking in 1988, and by 1992 she had become a tied advisor. Since 2011, Jo has worked as an Independent Financial Advisor, offering impartial and tailored advice to her clients.
Already a Chartered Financial Planner, Jo is committed to continuous professional development and aims to achieve Fellowship of the Personal Finance Society. Her role involves holistic financial planning, advising high-net-worth individuals and business owners on strategies to secure their financial future and that of their families. Jo prides herself on delivering a friendly, jargon-free service, ensuring clients feel confident and informed about their plans.
What Jo enjoys most is meeting regularly with clients to ensure their plans remain fit for purpose in an ever-changing financial landscape. She values helping clients achieve their life goals and providing peace of mind through ongoing, trusted advice.
Outside of work, Jo enjoys running, spin classes, and body pump, as well as walking her cockapoo, Poppy. She also loves dining out and traveling with family and friends.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
