At work
Jodie has extensive experience in financial planning, specialising in areas such as retirement planning, maximising wealth, and protection strategies. She works closely with a diverse range of clients, including families, professionals, high-net-worth individuals, and those going through significant life changes like divorce or bereavement.
Jodie’s expertise lies in providing tailored financial solutions and guiding clients through complex financial decisions with empathy and clarity.
A true expert, she has been independently recognised within the profession, and in 2025 was nominated for the Women in Financial Advice Awards in three categories!
At home
Outside of work, Jodie loves to spend as much time outdoors as possible. She enjoys travelling and staying active, and combines the two when she can with skiing, running, and water sports.
Most importantly, Jodie has two sons who she cherishes spending quality time with, whether they’re exploring new places or simply enjoying the great outdoors together.
Spotlight questions
The proudest moment of my career was:
Being a finalist for the Women in Finance Awards 2024 – Role model of the year (Small-medium firms).
The things I love most about my job are:
Helping clients achieve their goals – I find great satisfaction in guiding clients toward their financial aspirations and seeing the positive impact on their lives. I also enjoy building connections with people – I love getting to know my clients, understanding their unique stories, learning what drives them, and building lasting relationships. And I like empowering financial confidence – I enjoy problem-solving and helping clients become more financially savvy, improving their overall well-being and peace of mind.
The types of people I most enjoy working with are:
I enjoy helping individuals and families create tailored plans to achieve their goals. I also find it rewarding supporting professionals and business owners in managing their personal & business wealth and planning for the future.
I enjoy working with clients navigating significant life changes, such as divorce, bereavement, or retirement, where I can provide guidance during challenging times. It’s rewarding to tackle the complexities of the financial needs of high net worth individuals, and building strategies to help them make the most of their wealth.
Our ratings and reviews.
Chartered Financial Planners
Good Business Charter
Professional Adviser Women in Financial Advice Awards 2025 (Winner)
Qualifications